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interfx
June 19, 2025
Question

QB Solopreneur Dashboard Customization - Bank Account Balances?

  • June 19, 2025
  • 1 reply
  • 5 views

I just transitioned from QB Self-Employed to QB Solopreneur, and I can not customize my dashboard to include my Bank Account information (balances), or anything else.  Not much there...

1. I have connected my Bank Account, and it shows my bank account is linked, and shows balances under the Settings tab, but NOT ON THE DASHBOARD.

2. The CUSTOMIZE button on the dashboard is grayed out.  (see screenshot). How can I display my bank account balances on my dashboard?  This is essential information to see on a simple-to-view dashboard.

I have tried the following with no success.

- Cleared Cache & Cookies
- Tried in Private Incognito window)
- Tried in 3 browsers (Chrome, Firefox, Safari) on MacOS

How can I customize my dashboard, including adding my bank account balances?

Screenshot attached


1 reply

I
interfxAuthor
June 19, 2025

Updated screenshot

E
Erika_KQuickBooks Team
QuickBooks Team
June 19, 2025

Thank you for taking the time to troubleshoot and share a screenshot, interfx. I appreciate your effort.

 

For matters requiring access to your account details or company data, contact our live support team directly. Since the Community is a public forum, we're unable to access your QuickBooks company for security purposes. Our support team has the tools to assess your situation securely and provide a prompt resolution.

 

Here's how you can reach them:

 

  1. On your Solopreneur account, go to the upper right corner and hit the question mark - ? icon.
  2. Select the Search tab and click on any articles.

  3. Choose the Contact Us button.

  4. Click the Ask about something else tab.
  5. Key in your concern and hit Continue.
  6. Choose a way to connect with us:
    • Have us call you - Get a call from a support expert.
    • Chat with us - Start a conversation with a support expert.

 

You can also check out their support hours to determine their availability.

 

Lastly, I'll share an article containing tips on personalizing your QuickBooks Solopreneur account: Edit company settings.

 

Rest assured, our live representatives will guide you on the next steps. If you have follow-up questions, please leave a comment below.

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