Shortcut folders as seen on youtube videos

Hi Imtired.

Being able to use multiple tabs with your QuickBooks Online account allows you to switch between screens with ease. I'd be happy to go over this with you.

What it sounds like he's doing is opening a new tab on his internet browser. This is not a feature of QuickBooks Online but instead is part of the internet browser that you're using. Also these videos are for the American version of QuickBooks Online as Advanced is not available in Canada. Depending on your internet browser there are multiple ways on how to duplicate or open multiple tabs. For example with Google Chrome you can right click the tab you have open and select duplicate to create another tab that is the same as the original. Another option you can do is right click on a link and select open in new tab.

If you have any questions let us know and we'd be happy to help.

Doesn't seem to be what he does.  Creates actual shortcut folders on his QB left menu.  See video link:

https://www.youtube.com/watch?v=Wu3bDGAtDXo

Hi Imtired.

Creating folders or shortcuts is not a feature of QuickBooks Online and is instead a feature of the internet browser itself. In the video it's mentioned that he is doing this in the browser for QuickBooks Online and not using QuickBooks Online. 

If you have any questions about the program let us know and we'd be happy to help.

In the video he clicks on the black section between the logo and +NEW - I want to know how to do the exact same thing.  When I click on this area, I do not get a drop down menu that lists options for these folders.  I get "back, forward, reload, save as, etc".

And this SHOULD be a feature of QB if its not.  I'm a new user to the online version and, holy navigation crisis, it takes forever to find stuff when you're unfamiliar and the multiple layers to dig into to find processes.  Cumbersome is an understatement.