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Anonymous
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My dashboard view will not stay - i.e., I change Sales to view sales by quarter, but when I leave the board and come back, it changes back to last month. Why?

 
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Moderator

My dashboard view will not stay - i.e., I change Sales to view sales by quarter, but when I leave the board and come back, it changes back to last month. Why?

Hello there, marywavra

I’ll help ensure that you’re able to see the changes you’ve made on the Dashboard.

It’s possible the browser’s cache is full and that’s why the changes on the Sales section in Dashboard do not remain.

To help fix this, let’s use an incognito/private browser since it doesn’t store data in the cache and it helps isolate the issue. You can follow the keyboard shortcuts below to open a private browser.

  • Internet Explorer: press Ctrl + Shift + P
  • Mozilla Firefox: press Ctrl + Shift + P
  • Google Chrome: press Ctrl + Shift + N
  • Safari: press Command + Shift +N

If the private browser works, let’s try clearing cache and temporary internet files in your regular browser.

Once done, you’ll have to log back in to your QBO account. Then, try to change the dates on the Dashboard’s Sales section if it will stay.

This will get you going, marywavra. If you need anything else, please let me know. I’m always here to help you out. Cheers!

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