The Dashboard Page in QuickBooks Online- Instructions: A picture of a user clicking the “Create” button in the Dashboard Page of QuickBooks Online.
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. 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. 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. Clicking either of these opens the “Company” tab of the “Account and Settings” window, where you can change that information, if needed. However, your user access level determines what information appears in the Dashboard page.Īdministrative users see the logo and company name appear at the top of the Dashboard page. The Dashboard provides an overview of your business. The Dashboard page in QuickBooks Online appears by default when you open a company file. The Dashboard Page in QuickBooks Online: Overview
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