A little less friction.
Use modified clicks on supported QBO Create actions to open their destination in a new browser tab. Native links retain their ordinary browser behavior.
How to use it
- Enable Workflow Polish and open QBO’s Create menu.
- Hold Cmd on Mac or Ctrl on Windows while clicking a supported action.
- Check the new tab and complete the transaction there.
- Return to your original tab when ready.
What that looks like
Illustrative example
Keep a report open while starting a new Expense in another tab.
Good to know before you start
What you need
- Workflow Polish enabled for enhanced native menu-button behavior.
Scope & limitations
- A supported destination must be identifiable from the action.
- QBO permissions still govern the form. Avoid starting duplicate transactions unintentionally.
- Installed Windows Ctrl-click behavior remains subject to platform qualification.
Something look different? Visit help & support. QuickBooks changes its interface, and available controls depend on your company and permissions.