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Level 1
posted
‎July 20, 2024 06:43 AM
last updated ‎July 20, 2024 6:43 AM

Profit and loss dashboard widget does not show financial year

The profit and loss dashboard widget no longer give the option to view data from the current financial year.  I've changed and saved the P&L report date range, but this does affect the dashboard widget.
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1 Comment 1
Ivan_G
QuickBooks Team
QuickBooks Team
‎July 20, 2024 09:06 AM

Profit and loss dashboard widget does not show financial year

I appreciate you notifying us about the unavailability of the financial year as a reporting period on the Profit & Loss (P&L) widget, accounts. I'm here to route you to our support team so they can dig deeper into this matter.

 

Since modifying the dates manually on the P&L report didn't fix the issue, I recommend contacting our Customer Care Team. They're well-equipped with tools to help investigate this further in a secure environment. Doing so ensures this gets resolved promptly.

 

Here's how to connect with them:

 

  1. Log in to your QuickBooks Online account.
  2. Select (?) Help, and then go to the Search tab.
  3. Click Contact Us and enter brief details regarding your concern.
  4. Hit Continue and choose Start a chat to initiate a conversation with available support personnel.

 

Please be guided by our live chat support's availability by reviewing its details from this link: How and when can I contact QuickBooks Online support?

 

You may also review this article to help you utilize your QuickBooks Dashboards: Get to know your Home Dashboard.

 

For additional resources, I'm adding this article to guide you on seamless management around the QuickBooks menu and features: Understand the navigation menu in QuickBooks Online.

 

If you have more questions about your dashboard widgets, reports, transactions, or data in QuickBooks, please reply to this thread. I'm just around the corner to provide prompt assistance.

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