Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the homepage 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 Home Dashboard
The QuickBooks dashboard includes two different tabs: Get things done (Take me there) and Business overview. 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 minimize 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.
Business overview
Truly own your business and gain massive insights at a glance with Business overview. With this tab you can track Cash Flow, your business’ profitability with profit and loss, expenses, invoices and sales widgets, and see all your connected bank account balances in one place.
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.
Set up your company
There are two ways to start your QuickBooks setup:
Option 1: Go through the list of company settings and set them at once
- Open Account and Settings.
- Navigate using the sections on the left menu and edit as necessary.
Check out these videos for more details on how to set up sales, expense, and advanced settings:
Option 2: Configure settings as you work
When it's your first time creating a report, a setup interview window will open for you. Each setup interview has simple, straightforward questions about what you’re looking to do and how you’re planning to use the function you're using at that time.
When you answer these questions, you automatically configure your settings. You can answer some or all of the interview questions right away, or you can select Cancel. If you cancel, the next time you sign in to QuickBooks and create a report, the setup interview opens at the point where you left off.
If you want to change a setting, you can always open Account and Settings.
Manage users and their access
Users include the primary administrator and any other users the administrator has added. These users count toward your current user limit.
You must be a Primary Administrator or a Company Administrator to add, delete, or change a user's access. To manage users, open Manage Users.
Check out this video for more info on how to add users and manage their settings: