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laurence3
Level 1

My home dashboard shows graphics for Income, Expenses, Profit & Loss and Sales, but my partner doesn't get Profit & Loss on her dashboard. How can I add this to hers

 
1 Comment 1
BettyJaneB
QuickBooks Team

My home dashboard shows graphics for Income, Expenses, Profit & Loss and Sales, but my partner doesn't get Profit & Loss on her dashboard. How can I add this to hers

Hello there, @laurence3.

 

In QuickBooks Online, the Profit and Loss graph is only visible to the Admin users. Your partner might have the Standard user access, which can be the reason she's not able to view the said information. 

 

You'll need to change her access to make Profit and Loss appear on her dashboard.

 

To do that:

  1. Select Gear icon at the top.
  2. Hit on Manage Users
  3. Find the user you want to edit, and select Edit in the Action column. 
  4. In the window that appears, choose the User type drop-down ▼ menu.  
  5. When you’re finished, select Save. Ask the user to sign out and then sign in to see the changes.

To give you more details about the different user types and modifying its role, you may visit the following links below:

If you have any other questions, please let me know and I'll be happy to help. Have an awesome day!