How to Customize the Quickbooks Online Dashboard

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Customizing the QuickBooks Online dashboard allows you to tailor your view to display the most relevant information for your business. To get started, log into your QuickBooks Online account and go to the Dashboard. At the top right of the dashboard, click on the “Customize” button. From there, you can choose what you want to display, such as income, expenses, profit and loss, and other key financial metrics. You can also rearrange or resize the different widgets by simply dragging them to your preferred location. For deeper customization, you can filter the data shown on certain widgets, like choosing specific date ranges or accounts to be displayed. Additionally, QuickBooks allows you to set up multiple custom views, so you can quickly switch between different reports or dashboards depending on your needs. Once you’ve made all your adjustments, click “Save” to finalize the changes. Customizing your QuickBooks Online dashboard helps you stay organized and focus on the most important financial data.