How do I add quickbooks online to my taskbar (or at least to my desktop so I can then save to the taskbar)?

To add QuickBooks Online (QBO) to your taskbar, please download the QuickBooks Online desktop application, @kim263. We are here to assist you with the process and will provide the necessary steps to achieve this.

1. Access your QuickBooks Online company.
2. On the top right corner, click the Gear icon and then select Get the desktop app.
3. Depending on your settings, you might see the app install automatically. If not, QuickBooks will prompt you to save the .exe file. A reminder, if asked, choose where you want to save the file and select Save. Open the QuickBooks Setup file to install.
4. A shortcut to the app gets installed on your desktop. After you install the app, it should open automatically. If it doesn’t, open the app from the shortcut.
5. On the sign-in screen, enter your user ID and password. Then select Sign in.
6. If you see more than one QuickBooks Online company, select the company you want to open. Please be aware that if there isn't a QuickBooks Online company linked to your user ID, an error message will display.
7. The first time you use the desktop app, you’ll see an option to select how QuickBooks is displayed on the main homepage, (you can change this later).
8. Click No, I already know how to use QuickBooks Online.
9. After selecting your company, you’re all set.

For more details, you can refer to this page: Download and use the desktop app in QuickBooks Online (all versions) and Accountant.

In addition, here's an article to help manage customer payments and keep track of transactions inside the QuickBooks:

• Record invoice payments in QuickBooks Online
• Run a report in QuickBooks Online

We're only a click away if you require further assistance setting up QuickBooks on your device tasks bar. You can also post here again if you have other questions about the program. Keep safe.