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!
The left-hand side of the dashboard changed and now is nearly useless. I can't find where I need to go. What took one click now takes three or four increasingly infuriated ones as I try to find my way around. Specifically I need "Customers" and "Vendors" back, and most of what's there isn't relevant to my tasks.
Francesca Canote commented
Customizable home page
Most of what I use quickbooks for is not on the dashboard and items that I do not use at all in quickbooks is on the dashboard. Would have been nice if you all thought about the fact that each user has different needs and uses in here instead of just assuming every business is the same. Again another useless change in the online version.
Remove financial information. My staff doesn't need to knowy bank balance.
How to clear this really annoying setup steps off of the dashboard?
I don't want my employees to see this information. PLEASE give me the option to do this. It is none of their business.
Pat Foraker commented
Just make it customizable, so people can put what they want there, plus let us delete the stupid getting started thing, we don't use several of those features so it just there using up wasted resources.
please add a calendar, would be so useful
i want to customize to meet my needs as the important things to my company are now hidden and instead i have a messy homepage of things i don't want, don't need , don't use etc rather than the things that would be remotely useful on a day to day basis (and to be honest i should be able to choose whether i like this style of bank rec - I don't- or the older one - where i could easily print reports etc...)
yes PLEASE! you have removed the useful bits for me and left things i don't need, i want to see IMMEDIATELY the customers who owe money not trawl through "sales". PLEASE CHANGE THIS!
- Customizable Homepage would be very nice
- Open Windows on left side of what you are using
I would like to change the sales graph on the homepage from cash to accrual.
Ditto to customizing home page.
David Maltz commented
I don't use Sales, but instead Consulting Fees as my primary income, so the Sales block is all but useless!
need a calendar so badly!
don oates commented
Make the online export to desktop work. I lost the reconciliations I did online and had to spend several hours re-entering all the lost data. Good job!
Please give us a calendar for reminders! I have to set reminders in my work calendar to record and make payments on certain days.
1) Would also like to see A/P on the dashboard (currently only A/R)
2) In the "Expenses" section, I'd like to break out RENT from the "everything else" category to show it separately.
I completely agree!
Yes please. I would like to be able to amend what is and isn't on view to suit my needs and MOST IMPORTANTLY, the data I do want to see must be available by Financial Year and not calendar year!