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C
CPCjim
December 27, 2020
Question

How to customize dashboard?

  • December 27, 2020
  • 2 replies
  • 18 views
The dashboard on the home page includes irrelevant information and I'm unable to figure out how to delete those displays and add relevant displays. Any ideas on how to make the dashboard display information that we want to display?

    2 replies

    C
    Catherine_B
    Level 9
    December 27, 2020

    Hello, CPCjim.

     

    The Dashboard shows you a quick overview of your business and its features. You can customize the arrangement of the list of banks and the other sections, we're unable to customize them.

     

    If there's anything else that you need with any sections of QuickBooks Online, you can look into our Community Help articles. 

     

    Let me know if you have other questions. Take care!

    O
    ohdivi
    February 26, 2021

    Looking at various online user forums, many people have the same request. Please update the product to allow for users to customize the dashboard. If we can't turn off something we do not need, please allow us to at least move it to the bottom of the page. My entire screen on my laptop is taken up by a widget I will NEVER use. I cannot move it or close it.

      L
      Lynda Non profit
      November 9, 2022

      I am having the same frustrations!

      How Do I change the reporting period for the graphs on the dashboard?  I want to use up to 5 years.

      Secondly, how to I add and remove accounts from the dashboard to customize? First I need to see what accounts are included in the graphs so I can see if it is reporting what I need.

      Based on the feedback I am seeing, there is no way to do this. Is that correct?

      So I am left with downloading data into excel and creating my own graphs manually.  Is that the only option?

      Is there an upgraded Quick books that would allow for this? otherwise, the dashboard is useless.

       

      How do I resolve this?

       

       

       

       

      C
      ChristineJoieRQuickBooks Team
      QuickBooks Team
      November 9, 2022

      Hi there, @Lynda Non profit.

       

      I understand you need to see the best picture of your business within the dashboard. Please let me lay down some details about submitting feedback to our developers.

       

      While customizing the dashboard is not available in QuickBooks, sending products update and features suggestion will help us enhance your experience. It would be best to share this with our developers. 

       

      Here's how:

       

      1. Select the Gear icon at the top, then Feedback.
      2. Enter your comments or product suggestions. Then select Next to submit.

       

      Your valued suggestions will be forwarded to our Product Development team, and feel free to track your request from this website.

       

      Additionally, creating financial reports provide a snapshot of your company, containing numerous records about various aspects of your company. See this article for more information: Run reports in QuickBooks Online.

       

      Count me in if you need help with another task in QuickBooks Online. I'll be here to help you out managing your vendor and customer transactions. Have a great day.

      H
      hrusso21
      April 11, 2023

      We have 2 businesses running on QBO. One of them has a customize/beta button at the top which lets us move add and arrange the dashboard. The other company does not have this button at the top. How can I get this button to populate for both companies.

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