Get started and adjust settings after you sign up for QuickBooks Online
by Intuit•10• Updated 2 months ago
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, a checklist to help you get set up, and a Task list for anything that may need your attention.
Get to know your Home Dashboard
The QuickBooks dashboard includes two different tabs: Home (Take me there) and Planner (Take me there). These tabs help you focus on critical tasks in QuickBooks Online to help speed up the work. You can quickly set up and explore how your business is doing.
In addition, you can customise the homepage to highlight the info that is most important to you. Select Customise layout to add individual widgets, resize them to your needs, and drag widgets to reorder them. Gain massive insights at a glance. You can track Cash Flow, your business's profitability with profit and loss, expenses, income and sales widgets, and see all your connected bank account balances in one place.
Modify the Shortcuts widget to include your most frequently used transactions. Create an invoice, review banking transactions, record a bill on the fly, quickly set up customers, and check on your payroll health.
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.
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