Opening Duplicate Tabs on a Current QBO Session:

1. You might want to do this if you need to search for information but don’t want to leave the page you are currently editing.

2. It can be more efficient than logging into QuickBooks all over again on a new tab.

3. First, right click on the open tab and select duplicate.

4. This will open another tab in your browser allowing you to navigate through the same company using both tabs to avoid jumping around from expenses to sales to reports...

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One Click — Bookmarks Bar

Quickly move from one browser to another without going through multiple clicks and search engines by adding shortcuts to your Chrome Profile.

Add shortcuts to Bookmarks Bar:

Can’t see Bookmarks? Click on the 3 dots or bars upper right corner > Bookmarks > Show Bookmarks bar

Add shortcuts for frequent tasks by clicking on the star and saving to the bookmarks bar.

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Set up Chrome Profiles

Chrome profiles are a great way to keep separate sets of bookmarks, themes, and settings. They’re very useful if multiple people all use Chrome on the same device, or if you have multiple personas you want to keep separate (like a “work” and “home” persona)

To create a new profile on Chrome:

1. Open Google Chrome.

2. Click the Profile button on the top-right corner.

3. Under Other People or Manage people option.

4. Click the Add person button.

5. Type a name for the new profile. We used QB.

6. Select an image to identify the profile.

7. Click the Add button.

In Browser > select the new profile. (To change from one profile to another — Click on Profile Icon and click on the user desired.)

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Excel Tips & Tricks

Tab Between Worksheets — Jumping from worksheet to worksheet does not mean you have to move your hand off the keyboard with this cool shortcut.

To change to the next worksheet to the right enter click CTRL + PGDN key. And conversely change to the worksheet to the left by clicking CTRL + PGUP key.

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Excel Tips & Tricks

Modify default options — Click on the File tab or the Widows symbol in upper left of excel. Click on Excel Options on bottom of pop window. The following will come up.

With the above window you can set preferred default options. Look at the menu on left and navigate through and see what options best works for you.

  1. For example:

a. Change the default on the type of font and size of font on workbooks. Set to Arial with 8 pt font for Beanstalk SOP. You can define the number of sheets that are in a new “created” workbook.

b. Click on Customize your Ribbon bar to change your ribbon to show the options you prefer. Just add or remove to update.

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1. Click on the first cell.

2. Hold the shift key

3. Click on the End key

4. Click on the down arrow or left/right arrow depending on the direction needed.

Highlight your entire worksheet.

  1. Click CTRL + A.

a. If the active cell is above or to the right of data, only the information to left and above will be highlighted.

b. Clicking CTRL+ A a second time will highlight all data.

2. Another option: Click on the button in the upper-left corner of your spreadsheet where the column and row headers interest.

3. Click CTRL+Shift+Space Bar (Works same was as Step 1 above).

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Beanstalk CFO Group

Beanstalk CFO Group

Our firm, Beanstalk CFO Group, delivers financial management & advice to small business owners.