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Level 2

Dashboard

Can the dashboard be set to show all details on a cash basis

Solved
Best answer November 26, 2019

Best Answers
Highlighted
Level 2

Dashboard

Hi 

I contacted support and received the correct advice (Thankyou very much)

The accountant can change in Reports Tools. 

This has changed the Dashboard and default Reports

Cheers

Ian

View solution in original post

8 Comments
Highlighted
Moderator

Dashboard

It's great to have you back in the Community, @Minty44.

 

The Dashboard will show an accrual basis by default. However, you have the option to select a cash basis to populate Profit and Loss and other financial reports.

 

You can check a related post through this link: https://quickbooks.intuit.com/learn-support/en-us/account-management/the-profit-and-loss-tile-on-my-....

 

Let me know if you have other questions. I'll be here to help. Have a wonderful day!

Highlighted
Level 2

Dashboard

The related post is confusing. I have Settings set to Cash Basis but the dashboard still defaults to Accrual. 

Highlighted
QuickBooks Team

Dashboard

Hi there, @Minty44.

 

I appreciate you for going through the steps provided in the link. Let's try to toggle your QuickBooks Online (QBO) account by signing in and out. This way, it'll update your dashboard and show the cash basis method.

 

However, if the issue persists, let's access your account via a private or incognito browser to check if this is a web browser-related issue. Sometimes, data stored for a long period causes unusual behavior from your browser. Let me show you how.

 

To access your account via a private or incognito window, you may use these keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If you're able to see the cash basis in your dashboard via a private or incognito window, then we'll have to clear your regular browser cache. This way, it'll prevent unusual behavior to your browser.

 

If all else fail, I recommend using another web browser.

 

Also, you can always visit our Manage your account page for reference, to learn some tips and tricks on managing your account.

 

As always, if you have any other concerns or questions, you can always leave a comment below. I'm always here to help.

Highlighted
Level 2

Dashboard

Hi

I think I have tried all the ideas put forward

1. Clear history

2. New Browser

3. Private

 

but still see P & L on an accrual basis.

Highlighted
Level 2

Dashboard

Hi

Just a thought. The client is on Simple Start. Does this affect the Dashboard? 

Cheers

Ian

Highlighted
QuickBooks Team

Dashboard

Hi Ian,

 

The dashboard figure is extracted from the Profit and Loss Report, which should be set to Cash basis by default if you have selected Cash basis in the Company Settings and in the Tax Settings (accessible via the GST tab).

 

When you select the Profit and Loss Report from the Reports section, is the default basis set to Accrual? If that's the case, we may need to take a further look into this because it doesn't seem like intended behaviour.

 

You can get in contact with one of our support representatives by phoning 1800 046 038. Our line is open 8:30am - 6:30pm AEDT Mon - Fri.

 

Alternatively, if you would like a call-back from a representative or talk to us via Messaging, follow the steps below:

 

  1. Sign in to your QuickBooks Online company.

  2. Select Help (?) at the top right.

  3. Select Contact us.

  4. Enter a brief description of the issue, then select Next.

  5. Select Start a Chat or Get a Callback to connect to a live support team representative. 

 

Bonny

 

Highlighted
Level 2

Dashboard

Hi 

I contacted support and received the correct advice (Thankyou very much)

The accountant can change in Reports Tools. 

This has changed the Dashboard and default Reports

Cheers

Ian

View solution in original post

Highlighted
QuickBooks Team

Dashboard

Hi Ian,

 

Glad to hear that's resolved!

 

Have a great day :)

 

Bonny