How to Customize Dashboard on QuickBooks Online

A Dashboard page in your QuickBooks Online comes up by default when a company file is opened. Furthermore, a dashboard offers a synopsis of your business and is not customizable at all. It depends on the access level of a user what information gets displayed on the Dashboard page.

What is a QuickBooks Dashboard?

The QuickBooks Dashboard provides a comprehensive overview of the financial situation of your company. In order to optimize your operations effectively and efficiently, you may monitor performance, analyze data, and make informed decisions using the user-friendly interface that offers key metrics and insights.

Running your business effectively depends on having visibility into your key accounting metrics and data. A real-time accounting dashboard aggregates all of your accounting and finance indicators in one location instead of making you wait for various financial reports.

We see a real-time picture of sales, expenses, accounts receivable and payable, income by products, vendor expenses, and much more in this QuickBooks Online accounting dashboard example. The purpose of the QuickBooks accounting dashboard is to keep accountants, bookkeepers, and business owners constantly informed on the state of the business.

QuickBooks Dashboard Examples

You have to go to your QuickBooks homepage to view your dashboard. The dashboard has two main tabs that display are:

• Get things done
• Business Overview

Get things Done Tab

Three categories of services are available in the Get things done tab: bank accounts, explore more (which helps you set up QuickBooks), and shortcuts.

You may navigate your account, customize your invoice template, and set up your tax information by following the setup guide’s instructions as you set up your company’s activities.

With the use of shortcuts, you may use QuickBooks’ features more quickly and spend less time performing tasks operations. Examples of these jobs include adding a supplier, a cost, a bill, a new client, and more.

The balance of the current account that is linked to QuickBooks Online is displayed in the bank accounts menu.

Business Overview Tab

The Business overview page provides an overview of the company’s operations, including information on sales, profit and loss, bank accounts, income and expense status, and income and expenses. The tab that actually helps you in tracking your company’s profitability is this one.

The timescale of the bars and graphs can be changed to depict smaller or larger time units. You can view data from the previous 30 days up to the previous year by selecting it from the drop-down menu in the top right.

You can see the information for the account types you have set up on the right side of your dashboard. The pencil icon can be clicked to update the information. You can choose to link your accounts to a list of banks by scrolling to the bottom of the list, or you can choose one account to open its register and view all activity.

In general, QuickBooks does not really let you define a custom date range by selecting start and end dates. Instead, it lets you choose from a list of predefined ranges to change the data displayed in bars and graphs.

For example, a company may need to map the countries where its most important clients live, calculate the most profitable goods, or compare revenues and costs across any time period. You must create a dashboard outside of QuickBooks if you want to run calculations before showing the data or diving down into specific metrics.

What are the Features of QuickBooks Online Dashboard?

Here are the features of the QuickBooks Online Dashboard:

1. Expenses

QuickBooks dashboard focuses on your expenditure like it is done with sales. It comprises various accounts buybacks, monthly buys, maturity, forthcoming accounts, vendors buyback, etc. Not to mention, it also contains an inventory of the bills owed.

2. Scorecard

In the QuickBooks Scorecard, the account balance, due balance paid money, revenue, and several different financial pointers are shown on the QuickBooks Scorecard. The QuickBooks Online dashboard shows you the position of your business and the budget too for the coming future.

3. Customer Information

The dashboard for Customer Detail is the next important feature of the QuickBooks Online dashboard. With the help of this particular dashboard, you can view small information of the client regarding the balance, contact details, assets, due account, profit, etc.

How to Customize the QuickBooks Online Dashboard?

There are several tabs and segments that enable you to customize the particular settings in QuickBooks Online. To understand how to customize the QuickBooks Online dashboard, you can follow the information shared here:

Step 1: Press on Account and Settings if you wish to alter the company logo or name. Then navigate to the Company tab and click on the required changes.

Step 2: If you can use the Account and Settings page and wish to shut it and do not want to save the applied changes, then press on the X button. This X button is placed the top right.

Step 3: If you wish to close the financial data displaying on the Dashboard then press on the Privacy button beside the log and on the top the company name.

Step 4: The edit the date range from the particular graph widgets, the drop-down menu can be used that is placed on the top ride side.

Looking for Transactions in QuickBooks Online Dashboard

Here you may share the number of transactions syncing different search standards, the amount, date, and the type of transaction you wish to input.

Step 1: Press the Glass Loudspeaker symbol.

Step 2: Now add the date, a number, or the sum of the transaction and then select the small magnifying glass symbol. You can also press the search option.

Step 3: Now, in certain situations, you can choose Advanced Search if you cannot find what is needed.

Step 4: Now must click Next Select the Kind of Data to be searched by accessing one or more than one filter, and may also see the following filter collection for more information.

Step 5: In case the result list is customized, choose the Settings option on top of the search findings table and then select the columns you want to show after that.

Step 6: If you want to print or export the list into a particular Excel table, then press the Export or Print symbol to Excel symbol beside the printed icon.

Handle Access and Users in QuickBooks Online Dashboard

The main administrator along with other users who have been added by the administrator should be added to the procedure. The present user limit is impacted by these people.

It enables you to create this, so removing, adding, or altering a user’s access needs you to be a corporate administrator or master administrator. Your present user limit is impacted by these characters.

It also enables you to create this, so removing, adding or altering the user’s access needs you to become a corporate or master administrator.

Here is the process for managing users:

Step 1: To start, Navigate to the particular Settings menu.

Step 2: Now, press Manager Users from the given drop-down menu.

How do I Customize My Dashboard in QuickBooks Online

The dashboard in QuickBooks Online provides an elegant method for automating bookkeeping by collecting all of your data in a single location. Independent of your business type and size, some automatic functions might not be adequate for your requirements. Each business has its own set of unique goals and requirements, which call for specialized knowledge.

Thankfully, the tool allows you to tailor the QuickBooks Online interface to your needs rather than merely providing a one-size-fits-all approach. Some features can be changed, but not all of them.

You can arrange bank accounts and associated credit card information for quick access by moving the symbols up or down according to how frequently you use them.

You may also add custom fields in QuickBooks to collect data that isn’t already included in the platform. These fields can be added to purchase orders, invoices, sales receipts, refund receipts, and other documents. For example, you might add a custom field that records the salesperson in charge of a transaction and then use a report to find how many sales they were responsible for overall.

In the end, you can choose the information displayed in bars and graphs to either receive a more comprehensive or a more in-depth look of your finances. 30 days, last month, last quarter, and last fiscal year are among the options included on the list.

The dashboard in your QuickBooks Online is just the overview of your organization or your particular business. When you customize he particular dashboard, you can conclude what data for your business activities must be there on the very first page.

In this piece of content we have discussed how can you customize the QuickBooks Online dashboard along with the user access roles?

Accounting Professionals, CPA, Enterprises, Owners

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