Features of the QuickBooks Online Desktop App for Mac and PC
If you’re using QuickBooks Online primarily on a desktop, then you should seriously consider using the Desktop app. It’s a free app that can make your workflow more efficient.
We’ll go over the benefits of using the desktop app in this article instead of having to log into the website each time.
Unlike logging into QuickBooks Online through a browser, the desktop application allows you to log into your company simply by clicking on the icon. Not only is the login easier, but you’ll also stay permanently logged in.
Why is this better than logging into QuickBooks Online through a browser?
- For security purposes, QuickBooks Online logs you out after a certain period of inactivity, requiring you to log back in
- May require a refresh or two for passwords to load if you’re using a password manager
- Having to log back in and reload screen interrupts the workflow
- Employees don’t have to constantly request access if you have to type login credentials
- Convenient, time-saving features like multiple windows and automatic refresh of open windows
Certain features of the desktop app will load faster than accessing QuickBooks Online through your browser.
For instance, if you’re switching between companies, the load times will be faster.
That means less interruption to your workflow and processes. And faster load times means you can complete your work sooner!
If you’re a QuickBooks Desktop user, then the QuickBooks Online Desktop app will have a familiar feel to it. Keyboard shortcuts remain the same if you’re familiar with using shortcuts to navigate through QuickBooks.
More importantly, you can easily open up multiple windows through the Desktop app just by dragging and dropping. And better yet, these windows will automatically refresh with any changes you make.
- Toolbar that will be familiar to QuickBooks Desktop users that allows quick and easy access to commonly used features like reports, accounts, and creating documents
- Open multiple windows
Works with Windows 7, 8.x, and 10 with a high-speed internet connection.
Works with Mac OS X 10.9 (Mavericks), 10.10 (Yosemite), and 10.11 (El Capitan) with a high-speed internet connection.
If you’re accessing your QuickBooks Online company through a smartphone or a tablet, you’ll still need to do so through a browser.
You’ll still need to have an internet connection to log into QuickBooks Online when you launch the desktop application, and your speeds may depend on how fast your internet connection is.
But the desktop app definitely improves upon the user experience for QuickBooks Online. The increased performance and ease of opening multiple windows makes the app well worth a try.
Indeed, the Desktop application will help users who are transitioning to Online by providing a familiar interface while retaining the cloud benefits of QuickBooks Online.
The worse that can happen is that you’ll waste a few minutes trying out the desktop app and deciding it’s not for you. But if you’re like many business owners who sit down to work on QuickBooks in front of a computer, then you’ll find that the free desktop application is worth the download.