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byomtov
June 11, 2021
Question

Opening multiple transactions

  • June 11, 2021
  • 2 replies
  • 0 views

I would like to be able to view multiple transactions at the same time. For example, I would like to be able to compare an invoice with a vendor's bill without having to flip back and forth.

 

Is there any way to do this?

 

Thank you?

2 replies

john-pero
john-pero
June 11, 2021

I know you know you can keep multiple windows open, but I think what you want is to be able to view both windows half size, side by side?  The ability to slide an open window in QB (any version) out of QB onto a second monitor does not exist. All you can do is resize and move each window you wish open and make certain neither window overlaps another.

 

I cannot comment on the mac version, but in the PC version, if you have just 2 windows open you can "tile" the windows horizontally or vertically (vertical would work best to compare 2 unique windows)

 

Note, you cannot open more than one of a type at a time - one bill, one invoice, one bill payment

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byomtovAuthor
June 11, 2021

Not quite.

 

What I want is to be able to view multiple transactions at the same time. Ideally, I could have two invoices on the screen at the same time, but I would settle for having, say, a bill and an invoice visible simultaneously.

 

I know I can have multiple windows of different types open - one containing reports, plus, say the Transaction Center, but that doesn't get me where I want to be. In other words, I want separate windows for what now is on separate tabs in the transactions window.

BettyJaneB
BettyJaneB
June 11, 2021

I appreciate the clarifications that you gave, @byomtov.

 

I can see the convenience of being able to open separate tabs for your transactions. 

 

As mentioned by john-pero above, you can open more than one tab per transaction type. However, viewing multiple tabs for different transactions types isn't available.

 

Know that our developers are constantly working to improve the product and cope with your business needs. I'd encourage you sending this suggestion to them, so this will be taken into consideration.

 

To do that:

  1. Click on Help at the top.
  2. Select on Send Feedback Online.
  3. Enter your suggestion.

You can also visit our Firm of the Future site to be updated with our latest news and product road-maps. 

 

Lastly, I've got here a link that you can scan through to give you more tips about customizing reports in QuickBooks Desktop: Learn how to customize reports in QuickBooks Desktop for Mac.

 

I'm always ready to help if there's anything else you need with accessing transactions or any QuickBooks-related concerns. Have a good one!

R
Ryan_M
June 12, 2021

I'm here to help clear things up for you on your query about the option to view different transactions at the same time in QuickBooks Desktop (QBDT) for Mac, @byomtov.

 

I believe what he meant with multiple windows is multiple tabs. As my peers stated above, the feature you're looking for is currently unavailable in QBDT for Mac. I suggest you submit a feedback request from within the product. This way, it goes straight to our product developers.

 

Here's how:

  1. Go to the Help menu.
  2. Select Send Feedback Online.
  3. Type in your suggestion.

Keep an eye out for this web page as well: Firm of the Future. Here you can view the latest news and updates for our products.

 

Post a reply if you have other questions about QBDT for Mac. I'll be around to help you out. 

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sbs9
August 20, 2024

Here we are in August 2024 and this issue still has no resolution? How are your developers doing....?

    JenoP
    JenoP
    August 20, 2024

    I know that being able to work on multiple transactions side by side allows fast and easy comparison, sbs9. I'd like to join you here and answer your question about the availability of this function.

     

    For now, simultaneously opening multiple transactions is still not available in QuickBooks Desktop for Mac.

     

    I can see that other users have already requested this feature in the past. However, you can still share your suggestions or thoughts about this with our product engineering team. With enough user demand, requested features are more likely to be evaluated and potentially developed.

     

    Let me walk you through the steps:

     

    1. Go to the Help menu.
    2. Click Send Feedback Online.
    3. Enter your request and product suggestion about being able to open multiple transactions at the same time, then tap Next.
    4. Choose Skip and send a message, then select Feedback as the Category.

     

    For further reference on general settings and information about using the software, please allow me to share these additional articles as well:

     

     

    Feel free to always drop by the forum if you need any more assistance from us. We are here to ensure you have access to all the necessary resources when recording transactions and working within QuickBooks in general.

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