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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
accounts-neog-or
Level 1

Is it possible to have several things visible on my screen all at the same time, eg a report, my recurring transactions (rct) menu and a rct transaction I'm filling in?

for example, a customer details report showing the info I need to fill in the staff discount journal entry template taken from my list of recurring transactions.
1 REPLY 1
Adrian_A
Moderator

Is it possible to have several things visible on my screen all at the same time, eg a report, my recurring transactions (rct) menu and a rct transaction I'm filling in?

Hi,accounts.

 

Having the option to view multiple pages would be a great advantage for easy navigation.

 

While this option isn't available in QuickBooks Online, I have a workaround for you, though. 

 

We can open your QuickBooks account on multiple tabs. To do so, press Ctrl + T on your keyboard. Doing this helps you work on the report while filling in the recurring transactions page. From there, you can switch between tabs. I'm adding this screenshot as your visual guide:

 

 

Additionally, I suggest sending feedback to our developers to have an option to access multiple screens at the same time. Here's how to send your proposal:

 

  1. Click the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Type in a few words as a description of your suggestion.
  4. Click Next.

 

Furthermore, I've added these articles as your guide about creating recurring transactions and managing reports:

 

 

I'm always around if you have concerns about tracking transactions and modifying reports.

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