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GJH12
Level 1

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

 
7 Comments 7
vpcontroller
Level 11

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

You can change the Business view from the Gear settings.
(Gear icon at the upper right corner > Your company > Account & settings > Advanced > User view > select Business view or classic Accountant view (with Journal Entry form).

 

Normally, Intuit roll-out new features incrementally, so it's possible not to see this new feature right away, but all users should have access in the next several months, I think.

 

UserView1.PNG

 

business view.PNG

 

accountant view.PNG

 

nonethanks
Level 3

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

So... that doesn't work for me. 

 

Also, let's bring back the previous dashboard, not split it onto two screens please.

Catherine_B
QuickBooks Team

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

Hi there, 

 

I'll send this feedback to our engineers and it helps on how we can improve it more. You can visit our QuickBooks Blog for updates. 

 

The Community is here if you need more help!

 

nonethanks
Level 3

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

All we want is the previous dashboard.  It's no longer a dashboard if everything isn't on one screen and one slow-loading page is better than two quicker-loading page.  Please restore ASAP.  

 

Thank you.

don1949
Level 1

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

I'm trying to upload an excel which I was using before I got quickbooks online! I've printed off directions which require I start by going to file menu. Where is file menu located?? 

don1949
Level 1

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

This is the most difficult thing I have ever seen???? I just want to upload excel file for gods sakes 

Rubielyn_J
QuickBooks Team

There's a new dashboard "improvement" which is a "get things done" tab with a Quick tasks section. How do I change the default view at logon to the Business Overview tab?

I've got your back to help you upload an Excel file in QuickBooks, @don1949

 

The file menu is available in QuickBooks Desktop when you're trying to import and export QuickBooks data with MS Excel files. 
 

 

In the Online version, you can also upload transactions from a CSV or Quicken (QFX) file. The first thing you need to do is to get the transactions from your bank. 

 

Here's how:

 

  1. Log in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. 
  3. Review the date range for the download. 
  4. Download your transactions and save the file somewhere you can easily find it, like your computer's desktop.

 

Then, open and review the file from your bank. Make sure it's in the correct format before you to the task. Once done, manually upload the transactions. 

 

  1. In QuickBooks Online, go to the Banking menu and then choose the Banking tab.
  2. Click the blue tile for the account you want to upload the transactions into.
  3. Choose the Link account ▼ dropdown and then click Upload from file.
  4. Select Browse, then choose the file you downloaded from your bank, and then click Next.
  5. In the QuickBooks account ▼ dropdown, choose the account you want to upload the transactions into and select Next.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks then click Next.
  7. Select the transactions you would like to import. Then select Next.
  8. Select Yes and select Let's go. 

 

You can also check this article for detailed steps about the process: Manually upload transactions into QuickBooks Online.

 

Now that your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you evaluate them. 

 

If you have other concerns importing transactions in QuickBooks, feel free to comment down below. I'll be glad to assist you again. Keep safe and healthy always!

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