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R
rose2017
February 16, 2021
Question

Setting up Dashboard

  • February 16, 2021
  • 1 reply
  • 3 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!

R
rose2017Author
February 16, 2021

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

C
Catherine_B
Level 9
February 16, 2021

Hello rose2017, 

 

The Dashboard is already set to display shortcuts and an overview of your business and customizing it is unavailable. You can only customize the reporting period of the report tiles.  

 

For future reference, you'll want to check out these links that will help you in setting up your account and customizing your reports. 

 

Let me know if you have other questions about your account. Take care and have a great day!

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