Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more).
|Note: If you're a new user, this content will be empty. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances.|
Get to know your Home Dashboard
The QuickBooks dashboard includes two different tabs: Get things done and Business overview. These tabs focus on your main reasons for using QuickBooks Online to help speed up the work. We’ve sorted critical actions such as set up, get things done, and explore how my business is doing, into different pages to help minimise information overload and make set up a breeze.
Get things done
Create an invoice, review banking transactions or record a bill on the fly with Get things done tab. This tab allows you to quickly set up customers, review banking and expenses, and check on your payroll health.
Truly own your business and gain massive insights at a glance with the Business overview tab. With this tab you can track your business’ profitability with profit and loss, expenses, invoices and sales widgets, and see all your connected bank account balances in one place.
|Note: The dashboard view may vary from one user at a company to another. QuickBooks Online determines what information it displays by each user’s access rights.|