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gailbest1930
Level 1

Can I use two screens, one for the Banking Accounts feed and one for the Expenses feed?

I currently use my laptop screen and an additional larger monitor.
4 Comments 4
ReyJohn_D
Moderator

Can I use two screens, one for the Banking Accounts feed and one for the Expenses feed?

Yes, you can, @gailbest1930.

 

You can simply add a new browser tab, and then drag it to your other screen. Then, you can log in as usual to open your QuickBooks Online (QBO) account. Please see the screenshot below for visual reference:


d235.PNG

For good practice, you'll want to categorize and match your entries to make sure they're accounted for correctly and prevent any duplicates. Then, you can reconcile them to ensure the accuracy of your books.

 

I'm always around to help if you have more questions about managing your transactions in QBO. Stay safe always, @gailbest1930.

gailbest1930
Level 1

Can I use two screens, one for the Banking Accounts feed and one for the Expenses feed?

Thank you so much. That worked great! Since you offered :-), perhaps you could help me with this part of my  set-up. We are a real estate office with additional income from a small property management subdivision. We need to discontinue several current spread sheets that track income and expense for each of our 7 landlords. Could you suggest something?  Thank you, Gail

gailbest1930
Level 1

Can I use two screens, one for the Banking Accounts feed and one for the Expenses feed?

Part 2 of my Reply:  Some of our landlords have more than one property as well.  :)  Thks, Gail

MorganB
Content Leader

Can I use two screens, one for the Banking Accounts feed and one for the Expenses feed?

Hi there, gailbest1930.

 

I'm so glad to hear the info provided by my colleague, ReyJohn_D, worked for you. Thanks for following up with your additional questions and details. I'd be glad to lend a hand.

 

There are a few options to consider when it comes to property management in QuickBooks Online. These include Class tracking, Location tracking, and a feature called Projects. The following article provides in-depth details about each option so you can decide which one would work best for your company:

I believe either of these features would help with keeping up with the income and expenses for your landlords. If you're having trouble deciding which is the best fit, I recommend reaching out to an accountant to be sure.

 

If you have other questions about anything else you can count on me and the rest of the Community to have your back. Take care!

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