cancel
Showing results for 
Search instead for 
Did you mean: 
david-shields
Level 1

Where is the "Manage Customer" button?

The Dashboard changed and the "manage customer" button is gone. How do I get it back?
1 Comment 1
Mark_R
QuickBooks Team

Where is the "Manage Customer" button?

Hi there, @david-shields.

 

Allow me to share some information about the QuickBooks Online (QBO) dashboard.

 

The dashboard has two tabs, the Get things done and the Business overview. The Get things done tab shows the workspace, and this is where you can find the Manage Customer button. You may be in the Business overview tab that's why you can't find the button from there. I'll attach a screenshot below for your visual reference.

1.PNG

You might also want to learn about the Business and Accountant view in QBO. This feature allows you to work with QBO conveniently, depending on your accounting experience.

 

Please let me know if you need more help finding the Manage Customer button. I'll be standing by for your response, @david-shields.

Need to get in touch?

Contact us