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Get a snapshot of your business finances in QuickBooks Online

by Intuit Updated 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.

Note: This section will only show bank and credit card accounts. You can add a new bank account, or make an existing account inactive, in your Chart of Accounts in QuickBooks.

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.

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