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Standard feature · Xero + QuickBooks

Your everyday shortcuts, kept close.

The RachelsTools toolbar provides a compact row of shortcuts for the pages, records and transactions you return to throughout the day.

RachelsTools toolbar showing Menu, Home, Add Transactions, Bookmarks, Reports, recent customers and transactions, and recent suppliers, vendors, bills and expenses
One compact toolbar for the routes and recent work you use most.

Less navigation

Move between tasks without retracing your steps.

Instead of repeatedly working back through the standard Xero or QuickBooks navigation, the toolbar places useful destinations together in a consistent position at the top-left of the main screen.

It is designed for the small, repeated movements that add up during a busy day: starting a transaction, reopening a recent contact, returning to a report, or visiting a bookmarked page.

More room to work

Reclaim valuable screen real estate.

QuickBooks navigation can occupy a large part of the working area. RachelsTools automatically collapses the left-hand menu after three seconds, leaving more space for customers, transactions and reports.

  • Keep Home, Add, Bookmarks and Reports available from the compact toolbar.
  • Allow the standard QuickBooks menu to hide automatically after three seconds.
  • Move the cursor to the left edge whenever you need to restore the full menu.
  • Spend more of the screen on the accounting information you are working with.
Annotated QuickBooks customer screen showing the large left navigation area that RachelsTools hides after three seconds and the compact toolbar shortcuts that remain available
The QuickBooks menu hides after three seconds and returns when the cursor moves to the left edge.

Shown in QuickBooks

Built into the workspace, not in the way.

In QuickBooks, the compact RachelsTools toolbar sits above the workspace. Home, transaction, bookmark, report, customer and supplier shortcuts remain visible without taking space away from the accounting screen below.

Compact RachelsTools toolbar with home, add transaction, bookmarks, reports, recent customers, customer transactions, suppliers and supplier transactions shortcuts
The compact RachelsTools toolbar displayed in QuickBooks.

What’s on the toolbar

A shortcut for each part of the workflow.

Menu

Open the main RachelsTools menu and reach the extension’s controls.

Home

Return quickly to the main home area of the accounting software you are using.

Add transactions

Start common transaction-entry work without navigating through several menus.

Bookmarks

Keep useful Xero and QuickBooks pages close at hand for faster repeat visits.

Reports

Use a direct route back to the reports you rely on during everyday accounting work.

Recent customers and transactions

Reopen recently used customer records and transaction work from the toolbar. Standard shows up to five items in each recent list.

Recent suppliers, vendors, bills and expenses

Jump back to supplier or vendor records and the bills and expenses you have recently worked with. Standard shows up to five items in each recent list.

RachelsTools Bookmarks panel with direct links to Suppliers, Invoices, Sales transactions, Customers and leads, Chart of accounts, Bank transactions, Bills, Expense transactions and Mileage
The Bookmarks panel open in QuickBooks.

Bookmarks

Keep important pages one click away.

The Bookmarks shortcut provides a compact, personal menu for the accounting pages you return to most often.

  • Open frequently used lists without navigating through the full application menu.
  • Use the letter shortcuts to recognise and select destinations quickly.
  • Open a bookmarked page directly using the icon beside it.
  • Keep operational pages—from invoices and bills to mileage and the chart of accounts—together in one menu.

Customisable favourites

Your own menu at the bottom-left of the screen.

Open the RachelsTools button at the bottom-left to reach a favourites menu arranged around the way you work.

  • Keep favourites for the current company separate from links used across all companies.
  • Add the customer, report or accounting pages you return to most often.
  • Create folders and drag items to reorder or organise them.
  • Open favourites directly, with management and settings available from the same menu.
Customisable RachelsTools favourites menu opened from the bottom-left of QuickBooks, with current-company and all-company links, a new-folder option and settings
The customisable favourites menu opened from the bottom-left RachelsTools button.
RachelsTools Favourite reports panel with Accounts receivable ageing summary, Balance Sheet, Profit and Loss, Profit and Loss by Customer, Trial Balance and a manage favourites option
The Favourite reports menu open in QuickBooks.

Favourite reports

Open key reports without searching for them again.

The reports shortcut keeps frequently used financial reports in a concise menu at the top of the accounting screen.

  • Open receivables, balance sheet, profit and loss, and trial balance reports directly.
  • Keep customer-specific reporting alongside the standard financial reports.
  • Use the letter shortcuts for fast selection.
  • Refresh or manage the favourite-report list from the same panel.

Recent transactions

Return to recent transactions in one click.

Open the customer-transactions shortcut to see work you have recently accessed, including the transaction reference, value and customer name. The Standard plan shows up to five items in this recent list.

  • Click a recent entry to return to it quickly.
  • Hold Shift while clicking to open the entry in a new tab.
  • Use the star to keep important items among your favourites.
  • Use the open icon for a direct route to the transaction.
RachelsTools Customer transactions panel showing six recent invoices with customer names, values, favourite stars and open-in-new-tab controls
The recent transactions panel for customer work in QuickBooks.
RachelsTools Customers panel showing a favourite customer above three recently accessed customers, with favourite stars and direct-opening controls
Favourite and recent customers together in one QuickBooks panel.

Recent customers and favourites

Keep key customers above the changing recent list.

The Customers shortcut separates saved favourites from the contacts you have opened recently. Important customers stay at the top, while the recent list updates as you work. The Standard plan shows up to five recent items.

  • Select the star beside a customer to add or remove them from favourites.
  • Click a customer to return to their account quickly.
  • Hold Shift while clicking to open the customer in a new tab.
  • Use the direct-opening icon for an immediate route to the customer record.