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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.

View solution in original post

3 Comments
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.

View solution in original post

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.

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