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R
rose2017
February 16, 2021
Question

Setting up Dashboard

  • February 16, 2021
  • 1 reply
  • 10 views

How can we set up our dashboard for our reports?

1 reply

RenjolynC
RenjolynC
Level 9
February 16, 2021

I'll gladly help you with the set up, rose2017

 

If you're a new QuickBooks user, the dashboard content will be empty. This page will be updated once you start entering transactions. To do that, you can use the + New button on the left panel and select the transaction you want to create.

 

Please see this sample screenshot for a visual reference:

 

 

Once done, your dashboard will display the real-time overview of your company finances.

 

To learn more about the process, feel free to check out this article: Get started and adjust settings after you sign up for QuickBooks Online.

 

You can always reply to this thread in case you have other concerns with QuickBooks Online. I'll be around to help you out some more. Have a great day!

T
Tom-AFI
December 29, 2022

Hi, does QB desktop have a dashboard feature as well?

M
MirriamMQuickBooks Team
QuickBooks Team
December 29, 2022

Good to see you in the thread, @Tom-AFI.

 

In QuickBooks Desktop (QBDT), we have the QuickBooks Home page that illustrates the workflow of some processes. It also serves as a navigational tool where you can click on an icon label. For example, Enter Bills, and QuickBooks will take you to that page.

 

In addition, you have some control over what appears on the Home Page. To make changes, here's what you'll need to do:

 

  1. Go to the Edit button at the top.
  2. Select Preferences.
  3. In the left menu, click Desktop View.
  4. Go to the Company Preferences tab.
  5. From there, turn on or off some of the icons that appear on the Home page.
  6. Once done, click OK.

 

After that, to view the Home page, click the menu window. You can also utilize the Home page Insights to see how your business is doing at a glance. To go to the Insights page, click the Insights tab at the top of the Home page.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future. 

 

Our Community forum is always open to help you again if you need more help with QuickBooks. Have a good one.

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