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!
Dashboard is too complicated. Need to customize. We have changed from desktop to online and he feels he can not get a true snapshot of where the company is at in a glance.
Would be great to be able to customize to have account balances all in one spot with the bank and credit card accoutns on dashboard like in the desktop. Including accounts payable and receivables.
A calendar to assist budget planning is a MUST!! Oh, and the desktop app never works, so maybe fix it or delete it.
need calendar and calculator function... yepppp
I like this idea because we should be able to customize our dashboard to our company's needs. We could add our weekly/monthly goals and if they have been met yet. We could add notes for individual employees. We could add reminders for that week or month. Just everything should be customizable!
I need to see the reminder list!
Where is the calendar and reminder list that I could count on with desktop QB?
It's really crazy that we can't customize the dashboard or side menu items. We definitely need customers and vendors there at minimum.
Need to be able to customize our own dashboard and a CALENDAR is so very necessary. Any time line on a calendar options for quick books on-line?
Allison Low commented
Heck, I would be happy if the dashboard reports would just remember my filters. When I click on an invoice or estimate and then back out to the list, it always defaults back to QBO settings/filters. Keep my filters/sorts damnit, until I log out. So many unnecessary clicks.
I wish to add a link so I can see my active customers on the dashboard
I would really like to see a to do/reminders list which is available in the desktop version of QuickBooks that I have been using for 15 years. It is a really nice feature that I truly miss. I also would like to see a contractor's edition of on-line QB (I have been using 2016 Contractor's Edition) so that invoices can been be billed out using percentages.
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!