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iskondesign
Level 1

Dashboard change

Hi all,

 

My dashboard item "profit and loss" was changed to "profitability" which doesn't work for me. How do I get the "profit and loss" tab back on there?

 

Thank you

3 Comments 3
MaryLandT
Moderator

Dashboard change

Hi there, iskondesign.

 

Let's perform some troubleshooting steps to retrieve the Profit and Loss feature on the dashboard. It could be that this is a browser error since you're able to match and reconcile them. 

 

You'll want to use an incognito window and check the dashboard from there. Incognito won't save your browsing history which can result in an error. These are some of the shortcut keys:

 

  • Google Chrome: Ctrl Shift + N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P  

 

Also, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. This can help in fixing any browser-related issues.

 

After performing the troubleshooting above, you can log into your QuickBooks account and check again the Profit and Loss feature. If it's still showing as "Profitability", please attach a screenshot of the page. That way, I can visually check how the entire page looks on your end.

 

I'm adding this article to take you through the dashboard's key features: How QuickBooks Online dashboards can help you visualize data, KPIs, and key metrics at a glance.

 

You may also use the Audit log feature to see if there were changes made on the dashboard. It records all account activity such as user sign-ins, and changes to QuickBooks settings.

 

I'll keep this post while waiting for your response. Take care always!

iskondesign
Level 1

Dashboard change

Hi there, thank you for reply. 

 

Logging in via private Firefox window is still the same, profitability tab instead of "profit and loss". 

 

I prefer not so share my financial info publicly, even redacted. 

 

If there is anything else you'd like to suggest, let me know.

 

Thank you!

Kurt_M
QuickBooks Team

Dashboard change

Hi there, @iskondesign.

 

I appreciate you for performing my colleague's recommendation to get your query sorted out. Since the basic browser troubleshooting didn't work, I'd recommend contacting our Customer Care Team. This way, they can assign someone to check and investigate your account to find out why your dashboard shows you Profitability instead of Profit and loss. I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Toggle to the Search icon, and then click Contact Us.
  4. Enter your concern, then click Continue.
  5. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

In addition, I've got you this article in case you'd like to customize a report to show specific data in your QBO: Customize reports in QuickBooks Online.

 

You can also check this page about exporting reports to Excel: Export your reports to Excel from QuickBooks Online.

 

@iskondesign, It's a pleasure to have you in the Community today. If there's anything else that you'd like me to assist you with, Or if you have any additional QuickBooks-related concerns. Know that you can always get back to me anytime. Click the REPLY button below and mention "KurtKyle_M" in your comment. This way, I'll be notified and be able to help you out again. Take care, and enjoy your weekend!

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