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How do I stop sales offers for financing and insurance from appearing on my QuickBooks Online dashboard?

Forum|Forum|6 years ago
March 1, 2020
12 replies
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QuickBooks Online

Best answer by katelynner

QuickBooks Online doesn't have a setting that turns off dashboard sales offers permanently, as these prompts are built to bring new features to your attention and help you optimize your QuickBooks experience. If financing, insurance, or payroll tiles keep showing up after you've closed them, that's the current behavior rather than something you're missing.

Step 1: Dismiss what you can

Where a tile has an X, select it to close that one. Some dashboard tiles don't include a close option and will stay visible regardless.

Step 2: Tell the product team which offers keep coming back

The most useful thing you can do is let the team know specifically which offers you keep seeing and how often, since that's the detail that helps them evaluate the request.

Go to Settings (the gear icon).
Select Feedback.
Describe the specific offers on your dashboard and how frequently they appear.
Select Next to submit.

Feedback that names the exact tiles and frequency gives the product team something concrete to weigh as they review feedback submitted.

Have more questions about how to make your QuickBooks Online more efficient? Just let us know how we can help.

Jen_D

Level 8

Hi there, @drew9,

We currently don't have the option to disable these promotions permanently. QuickBooks use in-product pop-ups and ads to help optimize your QuickBooks experience by suggesting new features and program updates.

In the meantime, you can simply turn it off by clicking the X button (if available) or enabling your browser pop-up blockers.

I know how beneficial it is to have this ability in the program. While this is still unavailable, I'm making it my top priority to submit a follow-up request from the Development Team, letting them know you want this feature available in the program.

Stay on top of our product updates and feature releases by visiting the QuickBooks Blog: Intuit Blog.

If you have other questions or clarifications, feel free to reach out back to me. I'm always here to provide further assistance with anything QuickBooks related. Have a wonderful and productive week ahead!

D

drew9Author

That's nice, but I won't be holding my breath. I'm happy to pay for Intuit products as they are industry standards and do the job well. It is just annoying to be constantly marketed to in a paid version of the program. To me, this practice does not "optimize my experience." Rather, it makes the experience irritating.

G

greenglazed

Well quite. This isn't optimising, it's upselling. I log in to quickbooks (probably) hundreds of times a year. Every time I have to close offers for financing. Every time I sign in I get offered payroll services. Whenever I send an invoice I get the option to use Intuit's payments system (which presumably they take a cut from.)

This is basically the approach that 'freemium' applications take to upsell their users. Except with Quickbooks you pay to have the privilege of being the target. As the other poster said, I use Quickbooks because it's the standard and my accountant uses it. But obviously I do that knowing that Intuit are using their position as a market leader to force these upsells onto their customers.

If you really genuinely want to optimise the product for your customers, cut the frequency of the pop-ups and promotions to once every six months, not every time I log in. But obviously you won't do this because you're more interested in making more money than producing a better product - and so the response to these kind of requests will be empty fluff about 'optimising' the product.

P

Pilerman

They finally got me to Enterprise Platinum on my desktop and I really figured that there wouldn't be all of the up-selling everywhere but there still is.

Did you know that the 1099 Forms are changing, you should by now! I don't know about you but I've X'd that x until I was blue in the face and it's what led me here! That darn banner keeps coming back!

Did you know that you can do more with QuickBooks? You sure can! You can:

"Get free workers comp quote"

"Order Labor Law Posters"

"Order Checks & Supplies"

"Promote your business"

"New: Business Loans"

None of this list can be X'd but there they sit in the lower left corner of a screen that costs me well over a grand a year. I wonder if we can offset the subscription cost by selling this space back to them, a rental of the space so-to-speak! ;-)

I could you that space to put links to my own website for quick access.

Or a link to my web builder page. Now there's an idea!

I could put a links to most used vendors.

There must be a lot of things that the software owners or subscribers could use this space for to better their own business.

I won't be holding my breathe either.

I

ihateads

This is a paid business tool. Serve your customers. Don't treat us like leads you just sell more to. These "suggestions" are bull**** (PC police won't let me have the real word). Show them once, and then when I say no, make them not come back. They take up significant screen real estate and are a waste of time for the customer (me) who is just trying to get the job done.

Also don't say "I'll reach out to the development team". I can guarantee the developers didn't want to put this garbage in, it was a product manager who though "I can improve my KPI of higher dollars per customer" for the quarter. Nevermind you are screwing your overall customer count.

Also, its disingenuous to mark this as "Solved". Its not. Closing the ad every time is not a workaround. Why don't you just say "We don't care about our customers and are only concerned with shoving more garbage down their throats"?

T

todditron

I will literally never, EVER use their terrible instant payment system, yet have to dismiss ads for that a couple times a week for YEARS.

They just have vendor lock in, so nobody want to go through the hassle of moving. Its super gross.

T

todditron

Of course QB won't let you do this, but you can add a cosmetic filter using an adblock

I used ublock origin and removed the ever-present nag upsell for instant deposits. Admittedly, this isn't a great solution, but it was satisfying to hide it somehow

app.qbo.intuit.com##.tile-container.instant-deposit-homepage

L

levonb

STOP Upselling STOP STOP STOP STOP

katelynner

Answer

Community Manager

QuickBooks Online doesn't have a setting that turns off dashboard sales offers permanently, as these prompts are built to bring new features to your attention and help you optimize your QuickBooks experience. If financing, insurance, or payroll tiles keep showing up after you've closed them, that's the current behavior rather than something you're missing.

Step 1: Dismiss what you can

Where a tile has an X, select it to close that one. Some dashboard tiles don't include a close option and will stay visible regardless.

Step 2: Tell the product team which offers keep coming back

The most useful thing you can do is let the team know specifically which offers you keep seeing and how often, since that's the detail that helps them evaluate the request.

Go to Settings (the gear icon).
Select Feedback.
Describe the specific offers on your dashboard and how frequently they appear.
Select Next to submit.

Feedback that names the exact tiles and frequency gives the product team something concrete to weigh as they review feedback submitted.

Have more questions about how to make your QuickBooks Online more efficient? Just let us know how we can help.

Step 1: Dismiss what you can

Step 2: Tell the product team which offers keep coming back

Step 1: Dismiss what you can

Step 2: Tell the product team which offers keep coming back

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