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mnicholls-m2syst
November 11, 2021
Question

Is there a way to customize the business overview page in quickbooks online? It would be really nice to have a chart that showed accepted estimates for future work

  • November 11, 2021
  • 1 reply
  • 0 views
Having a chart for accepted estimates with give the company a projection of how much work and revenue is coming up. The sales chart only shows work that has been invoiced. For some projects we do progress billing so a lot of the actual sale does not show up until the final invoice has been sent.

1 reply

N
Nick K
November 15, 2021

Hi mnicholls-m2syst,

 

Thank you for reaching out to Community for more information to show accepted estimates to your business overview. In QuickBooks Online, the dashboard automatically updates and displays a real-time overview of your company finances. However, there's no option at this time to customize what you see. I'd recommend providing feedback to our Development team by going to the Gear in the top right and select Feedback. We appreciate any suggestions you may have for new features and product updates that will benefit you as a valued customer.  

 

If you have any other questions, let us know. We're happy to help!

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