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December 27, 2020
Solved

How do I customize the dashboard and its widgets in QuickBooks Online?

  • December 27, 2020
  • 13 replies
  • 94 views
The dashboard on the home page includes irrelevant information and I'm unable to figure out how to delete those displays and add relevant displays. Any ideas on how to make the dashboard display information that we want to display?
Best answer by katelynner

Yes, you can customize your QuickBooks Online dashboard. Go to your dashboard and select Customize layout. From there you can add or remove widgets, drag them to reorder, and resize the ones that support it.

 

Steps to customize your dashboard layout

  1. From the dashboard, select Customize layout.
  2. Select Add or remove widgets, then check the boxes for the widgets you want and uncheck any you don't need.
  3. Drag a widget to move it to a new spot on the page.
  4. Drag the edge of a widget to resize it. Note: not every widget can be resized.
  5. Select Done to save your layout.

 

Changing the time period on dashboard graphs

Most dashboard graph widgets, like sales and expenses, let you pick a period from a dropdown inside the widget, such as last 30 days, last month, this year, or last year. On QuickBooks Online Simple Start, Essentials, and Plus, the sales graph runs on a rolling 12 month view, and the dashboard itself doesn't offer a longer built-in range like 5 years.

 

If you need a longer view or want to control exactly which accounts feed into it, run the report from Reports instead of the dashboard widget. From there you can set a custom date range and compare periods against each other. See Compare time periods in reports for how comparisons work.

 

More dashboard control with QuickBooks Online Advanced or Intuit Enterprise Suite

If you're on QuickBooks Online Advanced or Intuit Enterprise Suite, you have access to a separate Dashboards feature. It lets you build custom KPIs and charts, set the exact period for each visual, and even combine data across multiple companies. See Create and manage dashboards to get started.

 

If a customize option is missing for one of your companies

New dashboard features sometimes roll out to accounts in stages, so it's possible to see a Customize layout or beta option on one company and not another for a while. If it's still missing after some time, try signing out and back in, or check with QuickBooks support to confirm your company has the update.

 

Let us know if you run into anything else while setting up your dashboard.

13 replies

Level 9
December 27, 2020

Hello, CPCjim.

 

The Dashboard shows you a quick overview of your business and its features. You can customize the arrangement of the list of banks and the other sections, we're unable to customize them.

 

If there's anything else that you need with any sections of QuickBooks Online, you can look into our Community Help articles

 

Let me know if you have other questions. Take care!

February 26, 2021

Looking at various online user forums, many people have the same request. Please update the product to allow for users to customize the dashboard. If we can't turn off something we do not need, please allow us to at least move it to the bottom of the page. My entire screen on my laptop is taken up by a widget I will NEVER use. I cannot move it or close it.

November 9, 2022

I am having the same frustrations!

How Do I change the reporting period for the graphs on the dashboard?  I want to use up to 5 years.

Secondly, how to I add and remove accounts from the dashboard to customize? First I need to see what accounts are included in the graphs so I can see if it is reporting what I need.

Based on the feedback I am seeing, there is no way to do this. Is that correct?

So I am left with downloading data into excel and creating my own graphs manually.  Is that the only option?

Is there an upgraded Quick books that would allow for this? otherwise, the dashboard is useless.

 

How do I resolve this?

 

 

 

 

QuickBooks Team
November 9, 2022

Hi there, @Lynda Non profit.

 

I understand you need to see the best picture of your business within the dashboard. Please let me lay down some details about submitting feedback to our developers.

 

While customizing the dashboard is not available in QuickBooks, sending products update and features suggestion will help us enhance your experience. It would be best to share this with our developers. 

 

Here's how:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit.

 

Your valued suggestions will be forwarded to our Product Development team, and feel free to track your request from this website.

 

Additionally, creating financial reports provide a snapshot of your company, containing numerous records about various aspects of your company. See this article for more information: Run reports in QuickBooks Online.

 

Count me in if you need help with another task in QuickBooks Online. I'll be here to help you out managing your vendor and customer transactions. Have a great day.

April 11, 2023

We have 2 businesses running on QBO. One of them has a customize/beta button at the top which lets us move add and arrange the dashboard. The other company does not have this button at the top. How can I get this button to populate for both companies.

katelynner
Community Manager
August 18, 2026

Yes, you can customize your QuickBooks Online dashboard. Go to your dashboard and select Customize layout. From there you can add or remove widgets, drag them to reorder, and resize the ones that support it.

 

Steps to customize your dashboard layout

  1. From the dashboard, select Customize layout.
  2. Select Add or remove widgets, then check the boxes for the widgets you want and uncheck any you don't need.
  3. Drag a widget to move it to a new spot on the page.
  4. Drag the edge of a widget to resize it. Note: not every widget can be resized.
  5. Select Done to save your layout.

 

Changing the time period on dashboard graphs

Most dashboard graph widgets, like sales and expenses, let you pick a period from a dropdown inside the widget, such as last 30 days, last month, this year, or last year. On QuickBooks Online Simple Start, Essentials, and Plus, the sales graph runs on a rolling 12 month view, and the dashboard itself doesn't offer a longer built-in range like 5 years.

 

If you need a longer view or want to control exactly which accounts feed into it, run the report from Reports instead of the dashboard widget. From there you can set a custom date range and compare periods against each other. See Compare time periods in reports for how comparisons work.

 

More dashboard control with QuickBooks Online Advanced or Intuit Enterprise Suite

If you're on QuickBooks Online Advanced or Intuit Enterprise Suite, you have access to a separate Dashboards feature. It lets you build custom KPIs and charts, set the exact period for each visual, and even combine data across multiple companies. See Create and manage dashboards to get started.

 

If a customize option is missing for one of your companies

New dashboard features sometimes roll out to accounts in stages, so it's possible to see a Customize layout or beta option on one company and not another for a while. If it's still missing after some time, try signing out and back in, or check with QuickBooks support to confirm your company has the update.

 

Let us know if you run into anything else while setting up your dashboard.