Customize Bookmarks Bar for QBO

Beanstalk CFO Group
2 min readJan 7, 2021

One Click — Bookmarks Bar

Quickly move from one task to another without going through multiple clicks and menus. Set up separate Chrome profiles in order to specialize your browser when using QBO.

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.)

Add shortcuts to Bookmarks Bar:

Open QB and click on the star in upper right corner > Update name if desired and click done. The shortcut will now show on bookmarks bar.

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

Add additional shortcuts for frequent tasks. While in QB go to the pages/tasks you want to have quick access and click on the star saving to the bookmarks bar updating name as needed.

Such as:

This saves times by quickly moving from one “type” of task to another. Instead of going through a menu to record a Journal Entry, one click will open it up.

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Beanstalk CFO Group
Beanstalk CFO Group

Written by Beanstalk CFO Group

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

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