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.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Get a 7 day free trial now!!

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.

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

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.

---

What are the Two Main Tabs in QuickBooks Online Dashboard?

The QuickBooks Online Dashboard has two primary tabs, as follows:

Get things Done
Business Overview

What are the Services the ‘Get Things Done’ Tab helps You with?

This particular tab helps users with:

Shortcuts: It is a very useful section. It has all the important features like adding a customer, paying a bill, sending an invoice, etc.
Setup Guide: You get assistance with your QuickBooks Online account and then create the primary organization activities for your particular application.
Bank Accounts: It is displayed on the right side and shows the balance for present bank accounts linked to your QuickBooks account.

What is the Business Overview Tab?

It notifies you of the different business performance by showing you metrics like Invoices, Sales, Profit and Loss, etc. The time for these parameters can be edited by choosing the drop-down menu that is on the top right side of every parameter.

What Shall You do if You Fail to Categorize or Customize Dashboards in Your QuickBooks Online?

There can be situations when you fail to customize the QuickBooks Online dashboard. In such a case, it is possible to manage the user role permissions. As mentioned before, while setting up the user roles access, changes to the particular dashboard can be done easily.

To do categorize or customize dashboards in your QuickBooks Online, here are the steps:

Step 1: Log in to the QuickBooks Online account.

Step 2: Press click on the Settings symbol available on the top-ride side.

Step 3: Press it and then select the Manage Users option.

Step 4: Now, look for the user that you wish to edit. When it is found, press the edit button from the particular Action columns.

Step 5: Now, press on the User Type drop-down to select the new user type.

Step 6: Now, select the user settings.

Step 7: Now, click the Save button.

Features of Dancing Numbers for QuickBooks Desktop

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Technical Details

Pricing

Frequently Asked Questions

How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

---

How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.

---

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

---

How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

---

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

---

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

---

How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.

---

How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

---

What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.

---

Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

---

Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.

---

Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

---

What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support