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chrisrundell
Level 1

QBO Dashboard

Is there any way to alter the dashboard views? It's very uncomfortable to log in and find the layout I have gotten used to has changed and often in a way that is not helpful to me. Surely I am not the only user that feels this way. I have seen the option for custom dashboard discussed, but I have not seen any evidence of that being implemented. Rolling out changes just to show 'improvements' is disruptive. For the first time since 2013, I am feeling like I need to explore other options, online apps that don't mess with a customer's routine by rolling out unnecessary 'improvements.' 

Solved
Best answer March 10, 2021

Best Answers
Rubielyn_J
QuickBooks Team

QBO Dashboard

I'm here to help you with your dashboard concern, @chrisrundell.

 

If you're trying to change the dashboard view, we have the option to switch between the Business and Accountant view in QuickBooks Online.

 

Business view simplifies your workspace so day-to-day tasks like sales and billing are easier. 

BV.PNG

 

While Accountant view is what you're used to seeing if you've used QuickBooks Online for a while.

AV.PNG

 

To switch views, here's how:

 

  1. Log in to your QuickBooks Online.
  2. Select the Settings .
  3. Click Switch to Business view or Switch to Accountant view.

For more insights, feel free to check out this article: How to switch view in QuickBooks Online.

 

If you mean something else, please let me know and I'll get back to you right away. 

 

Meanwhile, I'll be adding this resource in case you've got other QuickBooks concerns such as setting up payments, managing your income and expenses, running reports, etc. Please refer to this article for more details: Community help articles.

 

Please stay in touch with me if there's anything else that you need. Have a great rest of your day.

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7 Comments 7
Rubielyn_J
QuickBooks Team

QBO Dashboard

I'm here to help you with your dashboard concern, @chrisrundell.

 

If you're trying to change the dashboard view, we have the option to switch between the Business and Accountant view in QuickBooks Online.

 

Business view simplifies your workspace so day-to-day tasks like sales and billing are easier. 

BV.PNG

 

While Accountant view is what you're used to seeing if you've used QuickBooks Online for a while.

AV.PNG

 

To switch views, here's how:

 

  1. Log in to your QuickBooks Online.
  2. Select the Settings .
  3. Click Switch to Business view or Switch to Accountant view.

For more insights, feel free to check out this article: How to switch view in QuickBooks Online.

 

If you mean something else, please let me know and I'll get back to you right away. 

 

Meanwhile, I'll be adding this resource in case you've got other QuickBooks concerns such as setting up payments, managing your income and expenses, running reports, etc. Please refer to this article for more details: Community help articles.

 

Please stay in touch with me if there's anything else that you need. Have a great rest of your day.

Rubielyn_J
QuickBooks Team

QBO Dashboard

Hi, @chrisrundell.

 

Hope you’re doing great. I wanted to see how everything is going about the QBO dashboard concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

Andew T
Level 2

QBO Dashboard

I agree with Chris. Change, even good change, is difficult. Change that makes things worse is very frustrating, to say the least.  My latest gripe is that in SALES on the dashboard for the "Last 12 months" used to show the current month but now does not. The look is different and I preferred it as it was previously.

kstairley
Level 1

QBO Dashboard

How do we git rid of Workspace?  I hate this!  I will move to another tool if you keep forcing ugly UI on us!

 

 

AileneA
QuickBooks Team

QBO Dashboard

Hello, kstairley. 

 

I’d be glad to clarify why you’re seeing the workspace in your Dashboard. 

 

This can happen when the Privacy feature is turned on. The workspace will show if you have transactions or activities that need your attention such as Invoices, Pay bills or Review transactions, Receive payments, etc. 

 

Here's how to turn the Pricy off. 

 

  1. Go to the Dashboard
  2. Select the Get things done
  3. On the left upper corner, click the Privacy to turn Off. 

 

 

 

 

 

 

 

That'll do it. The information I provided should help you moving forward.

 

Keep me posted if you have concerns while working in QBO. I'll be here to help. Have a great day ahead.

kstairley
Level 1

QBO Dashboard

The problem with that is that it also hides all the other cards/divs that show the business overview.  I want to see everything BUT the workspace.

DebSheenD
QuickBooks Team

QBO Dashboard

Hi, kstairley.

I understand that you wanted to hide the workspace in QuickBooks Online. Currently, this option is unavailable. For now, you can turn on the privacy mode to turn off the dashboard.

Here's how:

  1. Go to the Dashboard
  2. Select the Get things done
  3. On the left upper corner, click the Privacy to turn Off. 





     

Moreover, I don’t want to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

As always, you can get back to me if you have any additional questions in managing your account. I'm here for you. Have a great day!

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