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marco-bailetti
Level 1

Hello, I'm trying to create custom dashboards using quickbooks data. Any reccomendations of tools to use?

 
1 Comment 1
Rebecca R
QuickBooks Team

Hello, I'm trying to create custom dashboards using quickbooks data. Any reccomendations of tools to use?

Hi there marco-bailetti,

 

The Dashboard in QuickBooks Online is a one-stop-shop that can help you to learn more about your business' money movement. While it's already equipped with a ton of handy features, I can see how having the ability to customize it further would be neat. Let me go over the existing options you have for customization.

 

If you'd like to select different date ranges for the information displaying in each section, simply use the downward facing arrow in the upper corner beside the current date range. You'll be able to select from a variety of options to see exactly the data you need. You'll also notice that the Bank accounts tile changes depending on which accounts you've connected in the Banking or Transactions tab.

 

If you'd like to see more options for customizing the Dashboard, I recommend submitting feedback to our product development team. Hearing from QuickBooks users like you helps them to prioritize which features to improve or additions to add next. Submitting feedback is easy; simply navigate to the Gear icon then select Feedback. You won't receive a confirmation once your feedback has been sent, but rest assured that your voice is being heard. I'll be sure to pass along your thoughts to my team as well.

 

If this isn't exactly what you meant, please expand on what you're trying to do so I can support you further! 

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