Compared with other accounting software, QuickBooks performs efficiently and helps small businesses to grow in the USA. It is reliable, easy to use, and intact with various bookkeeping features. Many accounting professionals use this software to manage their businesses. Tasks like creating invoices, bank feeds, sales, profit & loss statements, etc., are possible with QuickBooks. If you’re a business owner you may need to use QuickBooks. Before taking a subscription plan, take a QBO test drive. It’s free for 30 days and can be used without entering your details. To familiarize yourself with the Quickbooks Online dashboard and get the best out of this application, you may need to know how the QBO dashboard works.
What is Quickbooks Online Dashboard?
Before we learn quickbooks online home screen, let’s first discuss Quickbooks and its features.
About Quickbooks
It is an accounting software popular among countries like Australia, France, the UK, Canada, and the USA. The software comes in four editions, simple, essential, plus, and advanced. All four editions are available with paid subscriptions. The software was launched in 1992 by American company Intuit and since then it has been updated and added with new features for the convenience of customers. The company offers monthly paid subscriptions, starting from $ 30 to $ 200.
It has features like Track Income & Expenses Generate Invoices, Accept Payments, Maximize Tax Deductions, Maintain and Run Reports, Send Estimates, Track Sales & Sales Tax, Manage Bills, Inventory Management, Connect Banks, Multi-Currency Support, Data Security, etc. It also provides a free online test drive for users to check out the software. Dashboard for Quickbooks can run on PCs, smartphones, tablets, etc.
Introduction of Quickbooks Online Customize Dashboard
When you open the interface of QuickBooks, there appears a window where you see two options “get things done” and “business overview”. Both provide multiple features to support and grow the business.
Get Things Done
When you open the Quickbooks online dashboard the display shows two main tabs, after clicking on Get Things Done it appears shortcuts, Discover More, and bank accounts. The setup guide will lead you through the process of setting up your company activities, like driving your account, customizing your invoice templates, and setting up your tax information, etc.
Shortcuts are used to drive Quickbooks dashboard features effortlessly and save tasks performing time. Such tasks include adding suppliers, expenses, bills, and more. The bank accounts option reports the current account that you have linked with QuickBooks online.
Business Overview
This option offers an overview of the business activities, like income status, expenses, bank accounts, and profit and loss. This helps you to track your business profitability.
Here, you can adjust the period in the bars and graphs to display smaller or greater time units. By clicking on the drop-down menu on the top, you can see data from 30 days up to the last year.
On the right side, you can also see the details for the account types you have set up. On the display window, you also see a pencil icon, by clicking on it you can update the details.
When you scroll down to the bottom, you will see the options to link your accounts to a list of banks, here you can select an account, open its register, and view all activity. Despite all of it, you can also find more options on the left side of the top, such as help, find apps, search, notifications, to-do tasks, and settings which include profile, tools, and company list.
How to Customize the Quickbooks Online Dashboard
Following are the steps to customize the QBO Dashboard:
- Select the customize option available on the window.
- Select and drag the sides of a widget and resize it.
- You can also see the learn option which shows you a demo to resize the widgets
- You can adjust them as per your needs and preferences.
Transactions in Quickbooks Online dashboard
Follow these steps to share the multiple transactions and types of transactions:
- Click the Loudspeaker icon.
- Enter the date, a number, or the sum of the transaction, and then select the search symbol.
- Hit the Next tab and choose the kind of data to be searched using one or more filters.
- If the result is customized, select the Settings option at the top of the search and choose the columns you want to show.
- For a particular Excel table, press the Export or Print symbol to the Excel symbol beside the printed icon.
Features of Quickbooks Online Dashboard
Here are some of the Characteristics of the Quickbooks desktop dashboard that are mentioned below:
- Invoice
- Quickbooks Inventory Management
- Bank feeds
- Expenses
- Insights and reports
- Time Tracking and Management
- Data report
- Connect bank
- Sales and sales taxes
- Add & manage users Multiple Users
- Expense tracking
- Multiple currencies
- Recite capture
- Security
- Reports
Conclusion
We hope you have a complete idea of QuickBooks Online Dashboard, which is the first step to exploring the software. We believe that you have enough knowledge that we provided you and that you may have been searching for. If you have any queries or doubts, you may visit the company’s website Quickbooks tool hub to get more information about the software or contact their support team who will guide you further.
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