How do I customize or change the dashboard view in QuickBooks Online?

I'm here to help you with your dashboard concern, @chrisrundell.

If you're trying to change the dashboard view, we have the option to switch between the Business and Accountant view in QuickBooks Online.

Business view simplifies your workspace so day-to-day tasks like sales and billing are easier. 

While Accountant view is what you're used to seeing if you've used QuickBooks Online for a while.

To switch views, here's how:

1. Log in to your QuickBooks Online.
2. Select the Settings ⚙.
3. Click Switch to Business view or Switch to Accountant view.

For more insights, feel free to check out this article: How to switch view in QuickBooks Online.

If you mean something else, please let me know and I'll get back to you right away. 

Meanwhile, I'll be adding this resource in case you've got other QuickBooks concerns such as setting up payments, managing your income and expenses, running reports, etc. Please refer to this article for more details: Community help articles.

Please stay in touch with me if there's anything else that you need. Have a great rest of your day.

Hi, @chrisrundell.

Hope you’re doing great. I wanted to see how everything is going about the QBO dashboard concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

I agree with Chris. Change, even good change, is difficult. Change that makes things worse is very frustrating, to say the least.  My latest gripe is that in SALES on the dashboard for the "Last 12 months" used to show the current month but now does not. The look is different and I preferred it as it was previously.

Hello, kstairley. 

I’d be glad to clarify why you’re seeing the workspace in your Dashboard. 

This can happen when the Privacy feature is turned on. The workspace will show if you have transactions or activities that need your attention such as Invoices, Pay bills or Review transactions, Receive payments, etc. 

Here's how to turn the Pricy off. 

1. Go to the Dashboard. 
2. Select the Get things done. 
3. On the left upper corner, click the Privacy to turn Off. 

That'll do it. The information I provided should help you moving forward.

Keep me posted if you have concerns while working in QBO. I'll be here to help. Have a great day ahead.

Everything looked reasonably the same this morning but this afternoon my dashboard and the left hand column with all the shortcuts on it were gone.  I had no way to get to where I needed to be.  I called and talked to the virtual assistant, a waste of time.  Put myself in private mode and everything was normal again.  What happened between this morning and this afternoon?  Do I need to be in private mode constantly to work with your application?  I agree that most of your upgrades are a nuisance and not user friendly.

I have just had our dashboard change. I used it everyday. now it is worthless. I use the accountant view as it gave me what I needed. Now it has "Quick actions" with money and money out. these seem to only create new customer, vendors, and such. they do not give quick links to areas I use. Change is good to make things better for the customers, but as Intuit has shown with past issues, like the issues with sales tax being miss calculated and no sales order, they are not lessoning to the customers and are making changes that do not help them. I have seen some useful updates like the Nexus Reports, but most have been more of a bother then helpful.

So, is there a way to get the old Dashboard back? That would be a helpful start. Also is there a way to get the old customer transactions back, instead of having to click the edit icon?