QBO Tech Tip - Using Chrome Folders and Bookmarks to Open Client Reconciliations
- All of my template workflows include details like this, and my Standard Operating Process Guides are start to finish standards for apps and internal processes.
We at Calmwaters Cloud Accounting have a system built where we can open all reconciliation accounts for each client, in a new window, in two clicks.
You can open them - it doesn't matter how many reconciliation accounts they have - when you bookmark each of them in a folder. The more reconciliations and tabs you open, the slower it will be, but using this trick ensures that you can open them efficiently and that you or your team members don't miss reconciling any accounts.
Here’s how to do it (🙈along with terrible screens shots…).
1. Right-click on the bookmark bar > create folder
> name it “[Client]-Reconciliations”.
2. Begin to open all the client’s reconciliations in new tabs.
3. Bookmark each one, rename it, and ensure they are going to the correct folder.
That’s it.
The next time you need to reconcile that client’s books, you simply right-click their reconciliation folder - “open all in a new window” - and all of them open up as separate tabs in a fresh window.
Every client reconciliation account has a unique URL so when you bookmark them and right-click while in that client file, Chrome takes you directly to those screens.
Then, when you have completed all their reconciliations - I like to do them in tandem to ensure that all of the accounts are logical and make sense and transactions aren't in the wrong account - you can close out everything in one click. You simply close out the entire window rather than clicking each tab to close.
We create these folders with bookmarks as part of the onboarding process. This is scalable because you need to open the reconciliations anywho, so if you set this up the first time you reconcile (and every time they add a new account), you are set from then on. Saving literally hundreds of hours over the course of a client engagement. This is also incredibly efficient for remediation files, where you are in and out of their reconciliations like a mad person getting the file up to speed and closed.
Here is a video of this super duper efficient reconciliation hack:
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