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BoB AU
Level 1

How to Change Quarters in Dashboard Widgets

My widgets are driving me nuts.

I want them to show me data on quarters for the financial year, NOT the calendar year.

I'm in Australia - the first quarter of the financial year is Jul - Sep. I ask to see data for "this quarter" and it calls this quarter Q3. It should be Q1.

 

Frustratingly, every so often in the drop down menu I get the options to choose "this fiscal quarter" or "last fiscal quarter", but most of the time those options are not there. 

How can I set these widgets to always show me fiscal year options?

1 REPLY 1
ShangY
QuickBooks Team

How to Change Quarters in Dashboard Widgets

Hello, @BobAU. I'll provide an alternative way on how to show your data on quarters in QuickBooks Online (QBO).

 

Currently, there's no available setting for your widgets to always show the fiscal year on the drop list. You may consider running a report instead. Here's how:

 

  1. From the left menu, select Reports.
  2. Utilize the Find report by name search bar (Enter your financial reports by name).
  3. Choose the report and open it.
  4. Customise the date or add filters if needed. Then, click Run report to apply.

 

Additionally, to ensure that all your financial transactions are balanced before the coming year, check this article: Year-end guide for QuickBooks Online.
 

If you have further questions about reviewing your financial year in QBO, please add them in the comments below. Our team is always ready to help.

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