Setting up Dashboard

Forum|Forum|5 years ago
February 16, 2021
1 reply
11 views

How can we set up our dashboard for our reports?

QuickBooks Online

RenjolynC

Level 9

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!

rose2017Author

The dashboard that I want to see is not seen on mine. Can I customize it?

JessT

Moderator

Why can not you change the reporting period on " Income".

It is stuck on 365 days. No pull down

I use QBO

Hi 1231 4568 2090 072!

Thanks for visiting the Community today. Hope you're having a great day!

There are some bar graphs that will only show the data in the last 365 days, and only those with a date droplist can be changed. However, you can still use the available reports to see the standing of your income, like Profit and Loss or the detailed sales reports.

You can suggest about adding different periods for Income by clicking on the Gear icon and choose Feedback, and you can also vote on the existing ideas you like.

If you have other questions in mind, feel free to go back to this thread. Take care always!

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