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!
Reminders would be very helpful.
Reminder Calendar would be great!
Kim Bailey commented
My construction clients would love to be able to see job profitability on the dashboard. It would be wonderful if we could point the dashboard to a particular report upon opening.
It has been many years since I have used Quickbooks as I have been working in the corporate finance industry for the past 20 years using an ERP system.
Quickbooks seem to have made some good improvements. However, the software seems to be somewhat dated still. Simple options aren't available and the software isn't as user friendly. For instance, If I am importing Sales transactions from my bank account, I shouldn't have to create a process to record these transactions as receipts or invoices as well in order to appear on a sales report or chart.
This isn't efficient nor is it functional. I have a great POS system that tracks my inventory, sales, customers, and many other features. Quickbooks at a minimum should be able to handle the simple reporting without having to pay additional fees for basic accounting display functions.
Would love a customization for my dashboard as well as an easier way of getting to
the check register. one click from the dashboard maybe!
I want my home page on this QuickBooks for my MacBook Pro to look more like it did on my Windows 10. Is that too much to ask? I absolutely hate all the financial information blasted on the home page!
I would like to be able to see Income for the current year, not 365 days. I can choose date ranges for other P&L related widgets, why not the Income?
Having a calendar for Service dates would be amazingly helpful
Lindsay Bloos commented
Please also add "Pay Bills" with a list of bills that need to be paid.
Please also add "Recurring Transactions" with a list by date.
It would be nice if we could pick what our company used to show on the dash board. Some of the items on the dashboard we don't use and others that we do are not there.
Ability to personalize dashboard. I want to be be able to one click my most used items. If I have to click just one extra time to get to my customer list - it's one click too many.
Task reminders!!! We need it NOW!!! Pleeeeease bring it back!!!
James Knirsch commented
Mainly TO DO LIST
please add a reminder function!
I would like the ability to toggle off/on or hide information that customers do not need to see. The suggestions already presented in this thread should address this issue. One of the reasons of using the QBO app is to have the ability to do work while in the field, often while in public, so being able to toggle sensitive information off is important.
Can we please get a space on the home page for Invoices that need to be paid or a To Do list? I should be able to see what invoices I need to pay right from the home page. Quickbooks for Desktop has this. It's just common sense.
We really need to be able to customize the dashboard. I want to have a widget for Customers, a To Do list that I can add to, etc.
The way my office is set up, I can't change, customers can look at all my info when I'm making an invoice for them. Please change!!!!! I would like the option of numerous widgets that I can choose to put on the dashboard....or none at all if I didn't want to.
Diane Akin commented
Yes, we need to be able to customize the dashboard. I am setting up a new user to just pay bills for me. So, there are several areas on the dashboard where it just says she has no access to that information. I'm glad to be able to restrict access, but I'd much rather have meaningful stuff on her dashboard than a constant reminder to her that there's all kinds of information in there that she doesn't have access to. I thought the definition of a dashboard is to have all the stuff most important to each user for easy access. Thanks for listening.
I would love to see a "To Do LIst" available that I control on my Dashboard. You have it on the desktop version and I use it religiously.