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The Dashboard Page in QuickBooks Online- Instructions

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The Dashboard Page in QuickBooks Online- Instructions: A picture of the Dashboard page in QuickBooks Online.

The Dashboard Page in QuickBooks Online: Overview

           The Dashboard page in QuickBooks Online appears by default when you open a company file. The Dashboard provides an overview of your business. The Dashboard is not customizable. However, your user access level determines what information appears in the Dashboard page.

            Administrative users see the logo and company name appear at the top of the Dashboard page. Clicking either of these opens the “Company” tab of the “Account and Settings” window, where you can change that information, if needed. If you open the “Account and Settings” window, you can close it without saving your changes by clicking the “X” button in its upper-right corner.

            To the right of the logo and company name, you can click the “Privacy” toggle button to toggle the appearance of financial information in the Dashboard on or off. Below that, there are two tabs, named “Get things done” and “Business overview,” that you can click to see different widgets of information, assuming they are not hidden by the “Privacy” slider.

The Dashboard Page in QuickBooks Online- Instructions: A picture of the Dashboard page in QuickBooks Online.

The Dashboard Page in QuickBooks Online- Instructions: A picture of a user clicking the “Create” button in the Dashboard Page of QuickBooks Online.

           On the “Get things done” tab, you may see different widgets of information, including a “Setup Guide” and “Shortcuts.” Alternatively, you may just see a “My Workflow” diagram that shows the flow of activities you can perform and how they are interconnected. With either view, in the lower-right corner is a “See all activity” link you can click to open the “Audit Log” page. This page shows the activity that has occurred in the company file.

            On the “Business overview” tab, several graph widgets appear if your privacy settings allow it. These include “Income,” “Expenses,” “Bank Accounts,” “Profit and Loss,” and “Sales.” You can use the drop-down in the upper-right corner of these widgets, except the “Income” and “Bank Accounts” widgets, to change the date range in the graph.

The Dashboard Page in QuickBooks Online: Instructions

  1. The Dashboard page in QuickBooks Online appears by default when you open a company file to provide a business overview.
  2. The Dashboard is not customizable. However, your user access level determines what information appears.
  3. Administrative users see the logo and company name at the top of the Dashboard page.
  4. To open the “Company” tab of the “Account and Settings” window, where you can change the logo or company name, if needed, click either of these.
  5. If you open the “Account and Settings” window, to close it without saving your changes, click the “X” button in its upper-right corner.
  6. To toggle the appearance of financial information in the Dashboard on or off, click the “Privacy” toggle button to the right of the logo and company name at the top of the page.
  7. Below that are two tabs, named “Get things done” and “Business overview,” you can click to see different widgets of information, assuming they are not hidden by the “Privacy” slider.
  8. On the “Get things done” tab, you may see different widgets of information, including a “Setup Guide” and “Shortcuts.”
  9. Alternatively, you may just see a “My Workflow” diagram that shows the flow of activities you can perform and how they are interconnected.
  10. To show the Audit Log page in either view, click the “See all activity” link in the lower-right corner. This page shows the activity that has occurred in the company file.
  11. On the “Business overview” tab, several graph widgets appear if your privacy settings allow it. These include “Income,” “Expenses,” “Bank Accounts,” “Profit and Loss,” and “Sales.”
  12. To change the date range in the graph widgets, use the drop-down in the upper-right corner of these widgets, except the “Income” and “Bank Accounts” widgets.

The Dashboard Page in QuickBooks Online: Video Lesson

          The following video lesson, titled “The Dashboard Page,” shows how to use the Dashboard in QuickBooks Online. This video on using the Dashboard page in QuickBooks Online is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

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