Free browser extension, by Ledgerbrook
Ledgerdock
Get around QuickBooks Online from the keyboard. Search any page, jump to a report in two keys, and keep notes on the page they're about. Built by bookkeepers for the screens we spend all day in.
Works in Chrome and Microsoft Edge. Works with QuickBooks Online; not affiliated with Intuit.
What it does
Search every page from one box
Press ⌘K (Ctrl+K on Windows) and type. 186 pages, reports and new-transaction forms, matched as you type. Type an amount such as 1,250.00 or a document number and it jumps straight to the matching transactions.
Two-key shortcuts that follow one rule
The first key says what you want to do and the second is the first letter of where. A hint shows the options after the first key, and ? opens the full list. Shortcuts pause while you type in a field.
A side panel for the file you're in
Switch between client companies, keep favorite pages per client or for all of them, and see the open tabs for each company.
Notes on the page they belong to
Leave a note on a reconciliation or a report and it's there next time you open that page in that company. Company-wide notes too. Links in notes are clickable.
A warning before you post into a closed period
When a transaction date falls on or before the books' close date, a red notice appears under the date field. It never blocks anything; it just tells you.
Report drilldowns in a new tab
Click an amount on a summary report and the detail opens in its own tab, so the summary stays exactly where you left it.
The shortcuts
g goes to a page, r opens a report, n starts something new
Customers are always c and vendors are always v, which is why the receivables aging is r c and the payables aging is r v. Every shortcut can be changed in the side panel.
gGo to
- g hHome
- g bBank transactions
- g rReconcile
- g iInvoices
- g eExpenses
- g cCustomers
- g vVendors
- g aChart of accounts
- g lAudit log
- g sSettings
rReports
- r pProfit and Loss
- r bBalance Sheet
- r gGeneral Ledger
- r tTrial Balance
- r cA/R aging (customers)
- r vA/P aging (vendors)
- r rAll reports
nNew
- n iInvoice
- n eExpense
- n cCheck
- n jJournal entry
- n bBill
What it won't do
- ✓Read-only. It never saves, submits, deletes or changes anything in your books.
- ✓No account and no login.
- ✓No analytics, tracking or calls to any server. Everything stays in your browser.
- ✓Free, with no paid tier waiting behind it.
The Ledgerdock privacy policy lists every permission it asks for and why.
Stuck, or missing something? Ledgerdock support has fixes for common problems and a form for bugs, feedback and feature requests.
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