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View your business dashboard details

by Intuit • Image Alt Text 10 •
Image Alt Text Updated 8/5/2026 04:23

Learn how the dashboard works in the QuickBooks mobile 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.

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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 to 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.

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