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lisa-roundrockre
Level 2

Can someone explain the dashboard? Why is mine different from someone else's? My partner sees a P&L widget that I don't have and I can't figure out how to see it.

I have full security/access and my partner is the account holder.
5 Comments 5
JessT
Moderator

Can someone explain the dashboard? Why is mine different from someone else's? My partner sees a P&L widget that I don't have and I can't figure out how to see it.

Hi lisa-roundrockre!

 

It could be that your husband is using a different view. QBO has an option to switch between Business and Accountant views. They mainly change the interface on your Dashboard.

 

Let me know if you need more assistance with changing the view.

lisa-roundrockre
Level 2

Can someone explain the dashboard? Why is mine different from someone else's? My partner sees a P&L widget that I don't have and I can't figure out how to see it.

We are both in Business view now. I can see the cashflow report now, but the P&L widget is still missing. We looked at his for now but we find lots of differences in our two logins even though I have full access.

GebelAlainaM
QuickBooks Team

Can someone explain the dashboard? Why is mine different from someone else's? My partner sees a P&L widget that I don't have and I can't figure out how to see it.

Thanks for getting back to the thread, Lisa-round rock. I'll be glad to share some details and fixes on your dashboard concern.

 

In QuickBooks Online, there is an ongoing implementation of a new user interface. So, there are still accounts that are not yet affected by the updates.

 

Your case may also be caused by stored cookies and cache, that enable you to from features in QuickBooks Online. We can perform the basic troubleshooting process. This helps fix your browser to work better and faster. I'll show you how.

 

  1. Restart your browser.
  2. Log in to your QuickBooks company file in an incognito or private browser and try to see if you can see the P&L widget on your dashboard. You can use these keyboard shortcuts to launch a new private window:

Google Chrome: press Ctrl Shift N

Mozilla Firefox: press Ctrl Shift P

Safari: press Command Shift N

 

If it works, you can return to your regular browser and clear your browser's cache. Then you may see if it fixes the problem and gets started on the tasks at hand. However, if the incognito window didn't work, you can use another supported browser.

 

Please refer to this article for more details: Troubleshooting browser problems.

 

If the problem persists, I'd like to request a screenshot from you so that we can investigate why you're unable to view the P&L widget on your dashboard. This way, I can provide you with a resolution that fits your situation.

 

You can also check out this article for more details about the QBO dashboard and more details on managing your account: Get started and adjust settings after you sign up for QuickBooks Online.

 

Please don't hesitate to come back if you have any other concerns or suggestions. I'm always here to help you. Stay safe!

wr1980
Level 1

Can someone explain the dashboard? Why is mine different from someone else's? My partner sees a P&L widget that I don't have and I can't figure out how to see it.

This is a bad design solution.  There should a simple settings page that lets you turn widgets on and off.

CharleneMaeF
QuickBooks Team

Can someone explain the dashboard? Why is mine different from someone else's? My partner sees a P&L widget that I don't have and I can't figure out how to see it.

The ability to turn on and off the widgets is a great functionality, wr1980.

 

As of now, this feature is unavailable in QuickBooks Online. I'd recommend sending feedback directly to our Product Development team. This helps us improve your experience with the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 

You can track feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've added these articles that'll help you learn more about running and personalizing reports in QuickBooks Online:

 

 

I'm only a post away if you need assistance completing your other tasks in QuickBooks.  It's always my pleasure to help you out again.

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