QuickBooks HelpQuickBooksHelpIntuit

Get a snapshot of your business finances in QuickBooks Online

SOLVEDby QuickBooks43Updated 1 month ago

Learn how to view a snapshot of your business finances.

If you're looking for a quick snapshot of your business's health, look no further than your QuickBooks Online home page.

Your home page displays basic information on the current status of your income and expenses. These values change displaying a real-time overview of your company's finances.

In this article we'll quickly explain how these home page updates work.

When you have a bank cash account, the homepage displays the balance from transactions that you enter. This means the balance is based on what you enter, not your actual bank balance.

QuickBooks Online restricts the information it displays based on user access rights. If you set up users with limited access, their homepage snapshot looks different from yours — if it appears at all.

Was this helpful?

You must sign in to vote, reply, or post

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this