How to customize dashboard?

Hello, CPCjim.

The Dashboard shows you a quick overview of your business and its features. You can customize the arrangement of the list of banks and the other sections, we're unable to customize them.

If there's anything else that you need with any sections of QuickBooks Online, you can look into our Community Help articles. 

Let me know if you have other questions. Take care!

Looking at various online user forums, many people have the same request. Please update the product to allow for users to customize the dashboard. If we can't turn off something we do not need, please allow us to at least move it to the bottom of the page. My entire screen on my laptop is taken up by a widget I will NEVER use. I cannot move it or close it.

I'm in complete agreement with other commenters.  I would love a "shortcut" block on the Dashboard for Accounts Payable.  I don't use any of the current blocks other than bank accounts.  I would love for that "Accept online payments" to be replaced with Accounts Payable, Bills Due, etc.

Hello there, @destinblond. 

Thanks for your willingness to help us enhance our products. As of now, we're not able to customize a dashboard. Only the date range that can we customize. 

To provide feedback to make the program better, you can do it by going to the Help menu of your account.

Here’s how:

1. Click the Gear icon.
2. Select Feedback.
3. Enter your feedback and product suggestions.
4. Click Next.
5. Select a Category.
6. Click Send a message.

You can also submit your suggestion through this link: Customer Feedback for QuickBooks Online.

Your suggestion goes directly to our developers who consider feedback for future QuickBooks enhancements.

If you need further assistance with QuickBooks please feel free to let me know. Have a nice day.

Replying to an old post...not only you cannot change it, but one of the dashboards displays erroneous information - sales is more or less double of what it should be when you run a p&l. I went behind the scenes to the report and tried to modify it, but nothing has changed through to the sales dashboard????

This is just wrong...

Let me share some information about the sales graph shown in the Dashboard, Arthur_JB.

The dashboard sales summary is based on the sales transactions in your account for the period specified (invoices and sales receipts). This will not include journal entries and bank deposits. However, it's counted on your Profit & Loss report. Also, the amounts on your Sales graph in the dashboard are based on the sales transactions in your account for the period specified. This doesn't include journal entries posted to your sales accounts and the calculated sales taxes.

We can double-check the amount shown on your sales graph. Just first make sure you filter its report dates correctly by clicking the This month drop-down arrow. Once done, run the Sales by Customer Summary report to check the details of your Sales graph. Here's how you can open the report:

1. Click Reports in the left navigation bar.
2. Enter Sales by Customer Summary.
3. Change the Report period at the top.
4. Tap Run Report.

That said, only sales transactions such as invoices and sales receipts are reported as sales. If the same thing happens, try signing in to QuickBooks Online (QBO) using a private or incognito window. This helps us confirm browser-related issues since this mode doesn't use the existing cache data. Let m show you how:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

Then, try accessing the Dashboard sales again. If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. Removing this should fix the issue since the overtime collection of data can create corruption. We can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue. 

Feel free to visit this link to know more about the introduction to the home dashboard of QBO.

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about running reports, please add a reply below. I'd be happy to assist you further. 

I am having the same frustrations!

How Do I change the reporting period for the graphs on the dashboard?  I want to use up to 5 years.

Secondly, how to I add and remove accounts from the dashboard to customize? First I need to see what accounts are included in the graphs so I can see if it is reporting what I need.

Based on the feedback I am seeing, there is no way to do this. Is that correct?

So I am left with downloading data into excel and creating my own graphs manually.  Is that the only option?

Is there an upgraded Quick books that would allow for this? otherwise, the dashboard is useless.

How do I resolve this?

Hi there, @Lynda Non profit.

I understand you need to see the best picture of your business within the dashboard. Please let me lay down some details about submitting feedback to our developers.

While customizing the dashboard is not available in QuickBooks, sending products update and features suggestion will help us enhance your experience. It would be best to share this with our developers. 

Here's how:

1. Select the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit.

Your valued suggestions will be forwarded to our Product Development team, and feel free to track your request from this website.

Additionally, creating financial reports provide a snapshot of your company, containing numerous records about various aspects of your company. See this article for more information: Run reports in QuickBooks Online.

Count me in if you need help with another task in QuickBooks Online. I'll be here to help you out managing your vendor and customer transactions. Have a great day.

We have 2 businesses running on QBO. One of them has a customize/beta button at the top which lets us move add and arrange the dashboard. The other company does not have this button at the top. How can I get this button to populate for both companies.

Hello there, hrusso21.

The new dashboard experience will help customers see the most relevant information they need to run their business. The ability to add the customized dashboard is coming soon and it's slowly being rolled out to all accounts.

I want to be sure you'll be up to date with the most recent updates and product releases. You can visit the QuickBooks Blog and Firm of the future site to view them. 

Additionally, the Community page has resources and tools that can be used to effectively carry out your accounting tasks. 

If you need further assistance navigating through the online program or have any other product-related questions, please leave a comment below. I'll get back to help you. 

Hello

Since it's a year later has the customizable dashboard been added yet to QB OL?

Thanks for joining us here, customizable dashboard. I understand that you want to make some changes in your QBO account.

I can see that  being able to personalize the Dashboard lets you display the most relevant and important information for your business at a glance. This can help streamline your workflow and provide better visibility into your finances.

I'd be glad to inform you that you can now customize the Dashboard section in QuickBooks Online (QBO). Let me guide you through the process:

1. Go back to your Dashboard and click Customize layout.
2. Select and drag widgets to reorder them.
3. Select and drag the sides of a widget to resize it. Note: Not all widgets are resizable.
4. Click Done.

Let me also share these articles for additional guidance and resources:

• Your Business Dashboard Details In The QuickBooks Online App
• Get Started And Adjust Settings After You Sign Up For QuickBooks Online
• Create Charts To See Your Business Performance

Please let me know if you need anything else or have additional questions about changing settings and working in QBO, customizable dashboard. We're always here to help.