My Menu is empty & Bookmarks Don't Save
under review
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Joe Preston
Leslie Simmons The current Nav Customization options referenced in qual. surveys, are used by few customers and accountants(<1%), that do any form of nav customization. Those that do add Customers, Payroll, and Projects the most
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Joe Preston
Update here. We are working on expanding access of My Menu to both Accountant and non-Accountant users for the ability to customize their primary nav and actions. We continue to support existing customization of Navigation, Bookmarking, Create actions.
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Leslie Simmons
Joe Preston - Has Intuit taken a formal survey or just gotten a sense from users' feedback on this topic? When I attend webinars, the (vocal) consensus seems to be for the ability to create a custom menu bar across clients' files.
Just like it is possible to import other lists (eg Chart of Accounts, Customer List, Vendor List etc), it would be helpful to be able to build a file with the same navigation structure. I understand that lists are different from the Navigation Bar, but this would be helpful.
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Joe Preston
Thank you Alex. We're looking into the issue with bookmarks disappearing to confirm and resolve.
Re: Customizing My Menu across all Clients - We have had some mixed feedback on similar requests from other Accountants, both for setting bookmarks for their clients, as well as for employees in their firms using QBOA. Currently we have no plans to implement this in QBO or QBOA.
Aditi Sahani
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under review