QuickBooks HelpQuickBooksHelpIntuit

Your business dashboard details in the QuickBooks Online app

by Intuit6 Updated 3 weeks ago

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.

Live Bookkeeping: If you need help using QuickBooks, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.

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.
  • Mileage and total potential deductions.

You must sign in to vote.

QuickBooks Online App for AndroidQuickBooks Online App for iOSQuickBooks Solopreneur

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

Find the right fit for your business

[object Object]

Choose from plans and features to fit your business needs with QuickBooks Online.