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Level 10

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I can give one non-biased opinion about Intuit. 

 

You can give suggestions/feedback all you want, they will basically ignore it at the end. They do whatever is already on their plans. They hardly change that.

 

Dashboard Customization was the top 10 request based on QBO users feedback for many years. Instead of listening and implementing the feedback, guess what they did —They actually shut-down the whole feedback website with over 80,000 comments.

 

So, next-time whenever someone tells you Intuit listen, just laugh and just walk away.

Dashboard_Customization.PNG

 

 

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I am inclined to believe you. It's almost too obvious a fix to go on and on without action. 

 

What an opportunity lost... and what a shame...

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QuickBooks Team

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...


@JamesM wrote:

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 



@JamesM wrote:

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 



@JamesM wrote:

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 


 

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...


@pr24h wrote:

@JamesM wrote:

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 



@JamesM wrote:

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 



@JamesM wrote:

Hi El Cid, 

 

Thanks for contacting us about this. Your feedback is important. It's important that the feature you're looking for is implemented ASAP. I'll make sure to send your feedback to our product developers. There isn't an exact time-frame on when I'll hear back from them but I'll make sure to reach out to you once I get an update. In the meantime, feel free to ask questions. I'm here to help. 


 


 

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I'd like to filter the data included on the Profit and Loss tile. I'm using QBO to track expenses across multiple accounts, some restricted. When I run a P&L report, I filter out the restricted funds for more accurate reporting. It would be helpful for the P&L tile on the dashboard to match the monthly reports I share.

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

Another vote for customized dashboard.  as it is now, I don't even look at it.  each business should be able to determine what their most important 'at a glance' information should be to present in that display. 

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I second all of this.  Come on QBO!

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I am using QB to raise Trust invoices. QB thinks because they are sales invoices they must be revenue but seems to be missing that they are going off to Client Liability accounts. Therefore I'd have thought it should link to revenue accounts not to the sales transaction itself (which it appears to be doing). 

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I agree I want one place box that tells my client that between the unpaid bill, credit cards how much they owe.

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

Yes! I have the same problem because we do down payment invoices, and the Sales widget is still showing these as sales, not as unearned revenue. Very frustrating when several of our owners only look at the dashboard and then think we're further ahead than we are!

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

AGREE!!!

How about a "Posted Note" tile for free text

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

NEEDS TO BE ...  I AGREE 1,000% !!!! Quickbooks is so widely used by millions. We are looking for alternative software because for one, it is not very user friendly (considering their name is "Quickbooks". Two, the dashboard should be a functional dashboard the end user needs! Every business is different and utilizes this program whatever way that best suites them. PLEASE CONSIDER OPTIONS FOR THE DASHBOARD TO BE CUSTOMIZED FOR ALL OF US!!!

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

These are not great ideas! These are basic features that should be available in any accounting system. HOw can you not be able to see your total AP and AR on a dashboard...? That's acctg 101!

 

Thanks

Cid

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

The following would be great:

 

  • Even if customisation isn't implemented a top customers and then maybe a top suppliers widget on the homepage would be really good
  • Homepage widget selection, so you can choose which widgets show on your page
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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I would love to be able to see open sales orders in a tile so that I can quickly access those SO's that have not been turned to Invoices. 

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QuickBooks Team

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

Hello UF2020,

 

It's great to see that users such as yourself are still chiming in on this thread! We love hearing feedback and in your case, you have a double ask. QuickBooks Online Canada doesn't have a sales order option, so I recommend submitting feedback both in regards to the dashboard customization and being able to use sales orders in the program. Here are the steps for submitting feedback: How do I submit feedback?

 

If you're using a non-Canadian version of QuickBooks Online, I recommend checking in with the community for the version you're using. While QuickBooks Online has many similarities across the board, some regions have different features. You never know, you may already be able to customize your dashboard as you'd like! To check in on your regional version of the program, click the flag at the top of the community forum and switch it to the one you need. Once you've done that, go to QuickBooks Q&A, choose a topic area, and then click Start a topic on the next page.

 

That should get you on your way, but let me know if you have further questions. Enjoy the rest of your day!

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Level 1

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

I rarely send invoices, the option to remove tiles you don't use or even just to change the default display order would really help.

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QuickBooks Team

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

Hi Farm Accountant, 

 

What a great suggestion! Each business has it's own unique needs, and having the option to remove tiles or change their order would be handy. I know there's been tons of feedback messages submitted about the dashboard, and I'd be happy to throw this into the mix. I'd also encourage you to send off these suggestions on your end as well. You can do that by clicking the Gear icon > Feedback.

 

Have a wonderful weekend. 

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Level 2

How do I customize my Dashboard with QBO?? Seems like a basic feature, but I can't seem to find a solution...

The dashboard information "could be helpful" if the particular way that QBO imagines our business is how our business is actually run. Unfortunately, the dev team does not seem to have a lot of experience with managing small businesses or large businesses for that matter. Having worked in both, I'm not seeing best practices of either even being an option across the platform. The overarching theme from the majority of the posts boils down to this: please assume you don't know what our specific business is or what would be most helpful in managing it and less us make basic toggle customization. Having the ability to turn a report into a tile already exists. It is just creating a visualization of the data like the existing tiles. The only difference is right now which reports create a tile is locked down. Simply add an option on a report created "make this a tile on my dashboard" and make it a relative relationship rather than a fixed one. Or even easier, allow people to remove tiles that are unhelpful. An x in the corner that hides tiles people don't want to see would still reduce the "noise" on the dashboard. There are lots of very simple ways to address these issues with minimal software updates. I make these kinds of changes all the time on my products and those of my customers. It just requires thinking through how to use the tools you have already created to make your customers happy.