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!
kp hahn commented
This is very well stated. i would add a calendar with a reminder system.
Even an option for a new field that can be used to document a current reminder about the customer. The field could be filled in per customer as needed and the report would pull up all customers with a comment.
Please add customizable widgets - KPI reviews, sales by items reports, YOY comps, cash balance charts etc
Lance Konkel commented
+1 to multiple requests for customer list to dashboard!
Amy Chamley commented
Please add Customer List to Dashboard. I hate having to click through Sales to get to it.
James Hood commented
I have been using QBOL for a guitar repair service business but needs to be streamlined a bit more so transactions are much quicker. it would be nice to have a calendar or at the least a custom field that will accept a completed date.
Add Customer List to Dashboard
I would like to put my customers on my dashboard.
Jay Hochstetler commented
As a non-profit, the items on the dashboard homepage make no sense: Profit & Loss and Sales are unnecessary. Why can't this be customized (another issue we run into is trying to "fit" the account type and detail types that you have pre-determined that don't fit us.)
Just please make this customizable. Everyone asks for different things, we need options. I would love to be able to hide the sales reporting, for instance, because it doesn't work for me. Having employees listed would be helpful too for payroll.
Customers is the MOST USED item for me on dashboard. PLEASE put it back!!!!
Harold Harkins commented
For those of us who access QBO primarily to enter time, having a direct link to clients/customers would save a step and make it easier to enter billable time.
Your new Banking sidebar in QBO is VERY Confusing. I've had many clients assume that is where they can go to see the register, which you can't without clicking view register. The Bankfeed stuff should not be front and center there, the register should.
I really do need Customers on my dashboard. One more time I find myself digging around just to change a customer's email address or other detail. It was so easy before this new modification.
I would like customers and vendors on my dashboard
I would like my customers on the Dashboard. That is the feature I most use.
Please add a calendar and a to do list
While we're at it, can we make the sales chart useful? Like, maybe exclude cash brought in to balance sheet accounts. That house purchase that flowed through the trust account isn't a "sale."
Jeff Young commented
I would like to have the Customers (Clients) link on the Dashboard back. I don't understand why they changed that.
Donna Moore commented
Please add a calendar that I can set up to remind my clients when they need to take care of items.
Please add in a calendar reminder for pay bills.