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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.
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Table of Contents
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?
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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.
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