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!
When you update QB please make sure all of the old functions still work. The calendar button is still there in the registers, BUT IT IS JUST A DUMMY! IT DOESN'T WORK. GRRRRRRRRR.
Kristy Richardson commented
Please add the calendar function which puts invoiced sales on a calendar. Thanks
this is a must. I cannot believe there are only 60 something votes for this!
John Ciribassi commented
Cannot believe QBO does not have a Task List on the homepage, Bills to pay or checks to print on the homepage.
I would also like the home page profit and loss to be accurate. I also miss the feature of creating a sales report pie chart for top sellers (which is not on the online version)
Please add unbilled activity
Please remove "Bank" accounts from homepage dashboard view.
I have several bank accounts with zero balance that are still needed to just to sync my 3rd party apps to post transactions into QBO. I know that I can re-order them around but 6 bank accounts are just clutter.
I want to remove or hide from the dashboard screen.
Please add open bills
I want to change the ridiculous home page. I do not want to show all that information where anyone can see it.
PLEASE use this link to get your voice heard as well!
Lazaro Torres commented
I just got off with a very helpful customer service representative. The profit and loss on the homepage does not match the profit and loss report. Dates have been matched, customer service confirmed this. The representative said there is a new feature that accrues for "potential income" (open invoices that have not been paid). The representative said there isn't a way to turn off the new feature.
This new feature is very inconveinent because it does not reflect an accurate amount of profit/loss. Invoices go unpaid...invoices are paid late, so the "potential income" from an invoice should not automatically be added into a profit.
We enjoyed the feature of looking at the home screen and gathering accurate information about profit and loss instead of having to run a daily report.
I want to customize certain reports and accounts to show on the homepage dashboard.
Like to see Vendor & Customer appear on the homepage. Thanks.
On dashboard screen, Profit and Loss chart only shows "This Year" which is the calendar year, not financial year.
It's very confusing! This got to be the extremely simple thing to fix but very important.
Also, "Sales" line chart link should land to one specific report exactly the same way the Profit and Loss chart goes to one specific report.
Currently, it lands to All Reports which is no man's landing page. Could this simply land to "Sales by Customer Summary" report which seems like the source of the data page?
The option to customize my homepage or dashboard.
Everyone, Please go add your 3 votes to this http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/5961857-wanted-one-click-home-page
To make the homepage more like the desktop
Julie C. commented
Would love a HomePage that doesn't have the annoying and inaccurate "Tasks" on it. If I could just move them to the bottom, I would be happy!!
If you need an idea of what to put there-- business building or positive quotes that are inspirational in these down times!
Customization of the home page to allow for current status of receivables and payables.
Ability to Customize the Dashboard/Home Page.