Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more).
Note: If you're a new user, your dashboard won't have any data. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances.
Get to know your Dashboard
The QuickBooks dashboard includes four different tabs: Get things done (Take me there), Business overview, Cash flow (Take me there), and Planner (Take me there). These tabs focus on your main reasons for using QuickBooks Online to help speed up the work. We’ve sorted critical actions such as set up, get things done, and explore how my business is doing, into different pages to help minimise information overload and make set up a breeze.
Get things done
Create an invoice, review banking transactions or record a bill on the fly with the Get things done (Take me there) tab. This tab allows you to quickly set up customers, review banking and expenses, and check on your payroll health.
Truly own your small or medium sized business and gain massive insights at a glance with Business overview. With this tab you can track Cash Flow, profitability of your business with profit and loss, expenses, invoices and sales widgets, and see all your connected bank account balances in one place.
Highlight what information is most important to you by customising your view. In Business overview, select Customise. Select and drag widgets to reorder them, or select and drag the sides to resize some.
Note: The dashboard view may vary from one company user to another. QuickBooks Online determines what information it displays by each user’s access rights.