How do I get to a shortcut in desktop view, I created a shortcut that is too long. When I click pencil icon which shows trashcans, cannot see it for the too long name.

You've come to the right place for help, walt. I'm here to ensure you're able to create a shortcut for your QuickBooks Online company in your desktop view.

It's likely that you've incorrectly typed the address (URL) that's why the shortcut window won't expand. 

I recommend adding the shortcut from your web settings. Make sure to log in first to your QBO account on a browser and enter the right URL this time. Ensure there are no special characters included. This way, you'll be routed to your desired page. Here's how:

Note: The example steps below apply to Google Chrome only.

1. From your QBO account page, click on the three dots icon beside your Profile.
2. Click on More tools. Then, select Create shortcut.
3. Enter the shortcut name in the rectangular field.
4. Once done, click on Create.

If you're all good, read this extra module to make sure your books are organized before the new year starts: Year-end guide for QuickBooks Online.

You can always post if you need more help with this topic or QuickBooks. We'd be glad to assist you further. Keep safe!

 1.  Followed directions, opened QBO in Google Browser, three dots, more tools, create shortcut, named it "credit card credit".  Where did this shortcut go?   I was expecting to add an URL, could not find it in QBO or in Chrome.     I need to undo this if its sitting out there.... 

2.  Issue I submitted the need for,  I use QBO app on my desktop (not the browser).  I also slide the DESKTOP VIEW to green which changes left side shortcuts.  Here I tried to add a short cut for "credit card credit", its on the +more menu.  I did copy the URL into the name which may be incorrect as it does not take me to the screen to add a credit.   So I'm trying to delete that short cut but its now too long and I cannot get to the icon of the trashcan to remove.  Attached on pic to show what I'm talking about.  Thanks for your response and helping me with this.    Walt             [email address removed]

Hello, walt-wjerb-com. 

I want to confirm, did you tick the Open as window box? Once you check the box, you'll be directed immediately to your QBO account. Please see the attachment below:  

Regarding your other question, we can minimize or adjust the display setting on your computer. Here's how: 

1. Right-click any spot on the desktop, then select Screen Resolution.  
2. Make sure that the screen resolution is set to 1024x768 or higher. 
3. Select Make text and other items larger or smaller and ensure the DPI is set to Smaller -100%. 

Once done, minimize the setting of your computer, let's go back to your QBO account and check if you can view the trashcan icon. 

For more information about this, please check out this article: The computer's display settings.
 

You're always welcome to post any concerns you have in this space. I'll be here if you need assistance with QuickBooks. Have a good one.

Only concerned with shortcut that is too long.  Your suggestion and to change font size on screen, that woks for the regular view.  As soon as I slide the DESKTOP VIEW on and shortcut menu on left changes where the shortcut is that I want to remove.  Font and Screen size changing does not work on left short cut bar, works on right side. I'm able to complete by book keeping so I'm not down, it's just an annoyance.  Thanks, Walt

Hello Walt,

I would also feel the same about unnecessary options in the QuickBooks display. Allow me to chime in and help you remove the shortcut in QuickBooks Online.

I've reviewed the thread and see all the necessary troubleshooting steps are already shared. Since the issue persists, I recommend contacting our QuickBooks Support Team.

They'll be able to take over and assist you further with removing the shortcut. Our QuickBooks representative will need to check your account in a secure environment and help you get back on track.

Our support for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day. 

Here's how you can reach them:

1. Click the Help tab in the upper-right corner.
2. Go to the Assistant tab.
3. Click Get help from a human.
4. Choose Chat with us or Have us call you.

You can also access QuickBooks Online without an app by using the browser on your device. I have a link here I want to share to know more about the recommended browsers depending on your device: QuickBooks Online access for mobile devices.

Please let us know if you need anything else regarding managing the display preference for the QuickBooks app. The Community and I will be here to help you. 

Thank you. This post was helpful and got me what I wanted. 

Hello there,

We're delighted to hear that the posted recommendation is of help. If you require further assistance working on specific tasks in QuickBooks, the Community is willing to assist you at any time. Have a great day ahead!

Hank

Thank you for your response, your post set me at ease that the reset would not disconnect my data which I just transfer a few months ago.   Recorded all previous adds and changes, reset and re-added, the shortcut is gone.

Thanks again,

Walt

Issued was resolved, fix was to record any adds, mods, or changes I made.  Select Reset App Data, this will take you back to a original setup but DOES not touch your data.  Redo the changes you made and you are good.

Wakt

Hello HankSC,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.