Learn how the dashboard works in the QuickBooks Online app.
You can use the dashboard to see at-a-glance the health of your business as well as if you need to take action on an account or invoice. In this article, we'll take you through its key features.
The dashboard cards provide shortcuts to the information you need to scan swiftly.
- Last month's Profit and Loss. Know what you're making and spending (if you connected your bank accounts).The Net profit total is based on money deposited and added for the last month, minus the last 30 days of expenses.
- Review and accept bank transactions.
- Last 30 days, 3 months, this year or the previous year of expenses by category.
- How many invoices are open, and which ones are overdue.
- Your latest account balances.
- Add new customers.