Customizable Homepage Dashboard Screen
It would be nice to have a customizable dashboard homepage where actual users get to pick what they need to see and which navigation buttons they use the most to the homepage screen. At this point, it's Intuit hard-wired homepage dashboard even on privacy mode. Many business owners saying when they're sitting next to their customers and creating transactions, they're not interested in sharing profit or loss, expenses, bank accounts, income, and sales chart.
What they like to see the most on the homepage screen:
1) To do list
2) One click favorite reports
3) One click invoicing
4) One click write check
5) Tasks reminder (this used to be on old homepage, gone now)
6) Recent activities (this used to be on old homepage, gone now)
7) Create your own design enhancement features.
8) Completely wipe out current graphs and bank accounts.
9) Block marketing tips
10) Sign out from the home page
Let's make QBO dashboard customizable and actually useful. Thanks!
Erin Morgan commented
Really want to be able to add in customers and other items that I use frequently. Please make online more powerful! We're paying quite a bit more than the desktop software. Seems it should be more powerful, not less than desktop...
Yes to a reminder function please.
It would be useful to have the option of Service and £value on the Dashboard as an alternative to Sales which appears to show invoice value only i.e. this distorts total income by only displaying Sales.
I would like customizable dashboards because our users each have specific job functions with performance metrics. Just makes sense to see dashboards display different things for different users!
As of January 1, 2018 we are now using QB Online for our business. We've been a user of Quickbooks since the 1990's. It's a rough start to be sure. I'm very surprised and disappointed to see that Reminders are not part of the Online version. The girl that handles our Quickbooks uses the DAILY!!! Please, please, PLEASE make the Reminders function part of the Online version. It's very important to us and from the comments I can see, it looks like others really want it as well.
Custom dashboards are a necessity. We do not need all of our employees to have access to the information that is displayed on the dashboard. Our administrators are the only ones who need that information. You should be able to block your employees from seeing all of the company financial information.
Business Owner commented
We really need QB to allow for the creation of custom dashbaords! Please make this feature work.
Patricia VanScoy commented
I agree with all the above. It is very disappointing and frustrating that major and very useful features are lost when moving from desktop to online....since we already have slower response and occasional outages.
Business owner commented
We are testing Quick books online for our business. The dash board needs to be customizable. This is NOT information to share with employees and customers. Please provide a feature to allow privacy for bank accounts, sales, expenses, etc. The dashboard feature is not business friendly!
Sales on dashboard are wrong amount
David W commented
Would like to see a calendar
Would love to have a reminders list
Nick Motz commented
Where are the reminders on the Dashboard???
Please add back the reminders list for QB online
My dashboard sales does not match sales by customer summary or seemingly much else. I set the report from accrual to cash. and it still doesn't match
Customize "my dashboard" so "Customers" shows up! I need to get to the list quickly.
Make the dashboard and the left toolbar customizable. Us that do not have sales but have customers do not want the extra step!!!!
Why have a dashboard that you cannot manipulate?
My employees can see all my info - p&L; unpaid invoices, expenses! What the what?! They don't need that info. MAKE THE DASHBOARD CUSTOMIZABLE ASAP!! This should be a priority.
Please enable the Dashboard to be customizable. I don't use Invoices, so to see this everyday at $0 is wasted space. How about A/P Snapshot, or many other useful items. Also I input sales in a different way, so the Sales chart is also useless.