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Denise2534
Level 1
posted
‎August 31, 2021 12:54 AM
last updated ‎August 31, 2021 12:54 AM

Can any additional performance information be included on the "Business Overview" dashboard including monies owed/,due in our VAT position, and values of stocks?

 
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1 Comment 1
MichelleBh
Moderator
Moderator
‎August 31, 2021 03:51 AM

Can any additional performance information be included on the "Business Overview" dashboard including monies owed/,due in our VAT position, and values of stocks?

Hello, @Denise2534.

 

Allow me to respond to your concerns about QuickBooks Business Overview one at a time. This way, I can guide you accordingly.

 

Any amounts owing in your business can be found under Expenses on your Business Overview page. See the illustrations below for your reference.

Dashboard qbo 1.PNG

 

For your VAT due, you can go to the Taxes page and review the status. 

taxes due.PNG

 

I'd recommend running the Stock Take Worksheet report to review your value of the stock. Let me show you how:

  1. Go to the Reports tab on the left side. 
  2. Type the mentioned report in the search box and enter. 
  3. Click the Customize button.
  4. Under Rows/Columns, check the Cost box and other details. 
  5. Filter the necessary fields and tap Run report. 

Stock Take Worksheet.PNG

For more details about customizing, check out this link: Run reports in QuickBooks Online. 

 

I also see that adding further information on the Business Overview page is very helpful for you and other users. So I'm going to direct you to a page where you can post feedback. This way, our engineers can come up with a solution for this matter.

 

Here's how: 

  1. In your QBO account, go to the Gear icon on the upper right side. 
  2. Click Feedback under Profile.
  3. Type your suggestion in the box and tap Next. 

feedback.PNG

Your valuable suggestion is aimed at our product development team to enhance your QuickBooks experience.

 

In addition, QuickBooks has a website where you can vote and give feedback for all future suggestions. For more details, visit this link: Customer Feedback for QuickBooks Online.

 

Furthermore, I've fastened some articles to see the different reports available in your version and handle your QuickBooks dashboard.

 

 

If you have any opinion on your QuickBooks, please feel free to share it with me in this feed. I appreciate the chance to respond immediately. Take care of yourself during this pandemic.

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