Hi Suzan, I can help you make your dashboard layout look like the desktop version.
To start with, you'll have to download the desktop app version first in QuickBooks Online (QBO) before you can change your dashboard layout to look like the desktop version. To do so, follow the steps below:
- Go to the Gear Icon.
- Under YOUR COMPANY, select the Get the Desktop app.
- Select Download for Windows or Download for Mac.
- Depending on your settings, you might see the app install automatically. If not, QuickBooks will prompt you to save the .exe file. If asked, choose where you want to save the file and select Save. Open the QuickBooks Setup file to install.
- After you install the app, it should open automatically. If it doesn’t open, you can go to the app from the shortcut.
- Enter your user ID and password. Then select Sign in.
- If you see more than one QuickBooks Online company, select the company you want to open.
- If you switch from QuickBooks Desktop and want a similar view, select Yes, let’s go.
- After selecting your company, you’re all set.
Once done, you can now switch your view in the desktop app, by selecting either Map view or Dashboard view in the app.
To know more about the features of the desktop app and benefits, refer to this article: QuickBooks Online desktop app.
I'll also add this article to guide you in running a basic financial reports: Run reports in QBO.
Feel free to leave a comment below if there's anything else I can help you with managing your dashboard layout to look like the desktop version. I'll be right here to provide the information that you need.