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!
Would love to have a reminders list
Nick Motz commented
Where are the reminders on the Dashboard???
Please add back the reminders list for QB online
My dashboard sales does not match sales by customer summary or seemingly much else. I set the report from accrual to cash. and it still doesn't match
Customize "my dashboard" so "Customers" shows up! I need to get to the list quickly.
Make the dashboard and the left toolbar customizable. Us that do not have sales but have customers do not want the extra step!!!!
Why have a dashboard that you cannot manipulate?
My employees can see all my info - p&L; unpaid invoices, expenses! What the what?! They don't need that info. MAKE THE DASHBOARD CUSTOMIZABLE ASAP!! This should be a priority.
Please enable the Dashboard to be customizable. I don't use Invoices, so to see this everyday at $0 is wasted space. How about A/P Snapshot, or many other useful items. Also I input sales in a different way, so the Sales chart is also useless.
Please add a calendar feature on the home page.
as a minimum, be able to select from a list of items to put on your dashboard, or just be able to unselect some of the items that are currently on the dashboard. We are cash basis, so our sales are reflected by deposits, not invoices. Sales on dashboard is useless to us.
I like what I can see on the dashboard, but there are some features we don't use and it would be nice to remove them from the dashboard. It would also be nice to remove the checking/savings accounts we no longer use.
Mary Wright commented
I need to see my task reminders!
Marissa Simoneau commented
this needs to be prioritize in the next update- were currently paying for additional services for payments and invoicing that cause an awful mess in our quickbooks account and cost us tons of money each month to fix just because of the simple dashboard issue. this should be a privacy setting or something. why would an employee need to see total company sales?
This option is available on other versions of QB. Why isn't it offered here? This needs to happen!
Amanda Conley commented
Please allow us additional control over the dashboard. My clients need to know what upcoming bills they have as well as upcoming receivables by specific client. This would be much more valuable. My clients need forecasting tools to better plan their cash flows.
This would be great to have more control with what shows up on the homepage - dashboard. Our company does not have a high volume of invoicing for sales, so we do not need to see the sales box, but in other companies i work with they are high invoicing and need this feature. thank you!
Would like to be able to remove certain bank accounts from the list on the home page dashboard, but keep these accounts in the chart of accounts.
Ken Bates commented
Our income is not reflected by invoicing activity but rather by cash received/deposited. We need a way to reflect cash receipts as income on the dashboard...since we're basically on a cash and not an accrual system.
Please add a reminder calendar to QB online just like the feature on desktop.