QuickBooks Small Business

Speeding Up Access to QuickBooks Online Reports

Changing Default File Locations

Most browsers automatically save reports you export from QuickBooks Online into your Downloads folder. Over time this folder can morph into a land of no-longer-needed reports, or worse, a situation where you download reports again because you can’t find them. I won’t describe this for every browser, but the steps in Chrome will give you a running start in other browsers:

  1. In Chrome, click the 3-dot button to display the menu.
  2. Choose Settings.
  3. Expand the Advanced section.
  4. Toggle the “Ask Where to Save Each File Before Downloading” setting on.

Going forward, a dialog box will appear before the file opens in Excel, letting you specify the location of your choice for each report. This is a setting that you can toggle back off if you decide it’s more trouble than it’s worth. As noted previously, a similar dialog box appears by default when you export reports from the QuickBooks Online desktop app.

Unraveling Automatic Downloads

Let’s say that you change your mind and no longer wish to have reports open automatically in Excel. Figure 5 shows how to disable the auto-open that we just established for Excel files in the Chrome browser:

  1. Click the 3-dot button at the upper right-hand corner of Chrome.
  2. Choose Settings.
  3. Scroll to the bottom of Settings.
  4. Click Advanced.
  5. Click the Clear button in the Downloads Unfortunately, this is an all-or-nothing option, so if you’ve inadvertently set any file type to open automatically, you’ll have to disable all auto-open file types and then reenable the ones you wish to preserve.
Speeding Up Access to QuickBooks Online Reports

Figure 6: You can disable having files open automatically if you choose, but it’s an all-or-nothing setting.

About the author

David Ringstrom

David Ringstrom, CPA, is the president of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm he started in 1991. Throughout his career, David has spoken at conferences on Excel, and he currently leads dozens of webinars each year on Excel, QuickBooks, and other software. He has served as the technical editor for over 25 books, including several editions in Wiley’s QuickBooks for Dummies and Quicken for Dummies series. In addition to writing for QuickBooks and Beyond, David is the Tech Editor at Large for AccountingWEB and Going Concern. He also offers live webcasts and self-study courses through CPE Link. His freelance articles on spreadsheets have been published as far afield as Pakistan. During training sessions, you’ll often hear David state, “Either you work Excel, or it works you!”

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