You can create your own one-click icon bar in QuickBooks Online for the things that you use most frequently. This method is known as the "One-click trick".

Things you should know:

  • The "One-click trick" uses your browser's favourites/bookmarks bar to create the shortcut links.
  • This method is not company or version specific, and can be used for any client that is open, with the following exceptions:
    • Bookmark/favourite links to modules that are unique to a higher version of QBO will not open in lower versions.
    • Icons created for specific registers will not work across different companies, unless the account has the same Name and Account Number in each company.
  • This method works best in Google Chrome, as you can create a unique Chrome User in which to store your bookmarks. For instructions on how this is done, Click Here!

To create the One-click-trick icon bar

  1. Open your preferred browser.
    Note: Google Chrome works best with this setup.
  2. Log into a QuickBooks Online company.
  3. Within the company, browser to the page/screen for which you wish to create an icon.
  4. Create the icon (bookmark/favourite).Select your browser for instructions:
  5. Repeat steps 3-4 for each page/screen you wish to add.
    Note: This will result in an icon bar with direct links to pages you frequent.
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