When you are about to switch to QuickBooks Online, there are some practices to set up procedures for the team and clients. First, you need to use the “Bookmark Manager” in chrome to scale the QuickBooks bookmarks across your firm and chrome user accounts. The tool allows you to view, sort and edit your bookmarks on a convenient dashboard. You can make multiple chrome “People” for every “Chrome User account.” Creating a dedicated QuickBooks Online person is a best practice for QBO users as only “Cookies” will be saved and stored in the unique person’s settings.
The article will educate you on the process of setting up a QuickBooks Chrome person, how to customize the bookmark bar & export and import the bookmarks to be used for other chrome accounts. In case you require personalized assistance, you may call our QuickBooks Online Support Phone Number.
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Step 1- Make/ establish a “New Chrome Person.”
To create a new person
- Click the top right of the browser window
- Choose settings
- Scroll down on “settings” page
- When you see “people”- click “Add ”
- Select the icon to be associated with the “New ”
- Select to add a “Desktop shortcut” for the new user and pin it to the “Taskbar in Windows.”
- Once a “New Person” is created, a new Chrome browser window will open up. You can customize the new bookmark canvas.
Note: If you do not view a “Bookmark bar” in the new window you need to click ctrl+shift+B to reflect it.
Step 2: Customize your Bookmarks
The next is to create your “Bookmarks” and organize them well. To create the Bookmarks, you need to
- Got to the screen, you desire to “”
- Select the star at the far right of the address bar.
- Save the Bookmark directly on the bar
(If you want to create a drop-down menu then right click on the “Bookmark menu” & choose “Add folder”.)
Step 3- Export “BookMarks”
Once the Bookmarks are ready, it’s time to export your Bookmarks now to an “HTML file.” To do this follow the below steps
- Click ctrl+shift+O and open the “Bookmark ”
- Click Organise>> Export bookmarks to an “HTML ”
- When the save window “opens” – go to the location on your computer where the file will be saved (ensure to save it at a place where you can easily find it)
Step 4- Time to import “BookMarks.”.
Now the exported bookmarks in the HTML file have to be scaled to clients or others utilize them to navigate within QBO. This you can do by sending files to others through email else you can store them in a shared cloud drive such as “DropBox or Sharefile.” Before you start the process, it is important to create a “new QBO-only” chrome person on the system that will be used. After this new user is created, you will view a message in the Bookmarks telling you to import “Bookmarks.” After that follow the below steps:
- Click on the link
- Select Bookmarks HTML file as the import type.
- Select “Choose ”
- Go to your saves “HTML file” from step 3
- Now click Open
Finally, you have the “bookmarks” in your Bookmark bar.
Note: If Bookmarks already exist on your bar when you choose the “import” function, then the bookmark file will create a new folder. You can organize this folder using the “Bookmark Manager.”
That’s all folks. This is how you scale QBO Bookmarks. The process has to be done stepwise and without any error. If you get stuck at any step, seek technical help at QuickBooks Online support number 1-888-986-7735.
