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February 24, 2023
Question

How do I bring activities to the shortcuts section of my dash board?

  • February 24, 2023
  • 1 reply
  • 0 views
I want to be able to click on Expenses or Sales Receipts from my Shortcuts section of  my dashboard.  I'd also like to take out some of the activities I don't utilize.

1 reply

February 24, 2023

Hello, ariel-earth-seed.

 

I would like to share important information and details about adding or removing activities in the Shortcut section. 

 

We're unable to add or remove activities in the Shortcuts section of your Dashboard. We can only click and use the pre-added functions. 

 

We can, though, use the Bookmarks sidebar to add or remove functions that may be useful for your workflows. 

 

On the side panel, click on the Menu settings, then select Customize this menu. Go to the Bookmarks tab, then add or remove the functions. 

 

 

Clicking on the pencil icon beside Bookmarks also works. 

 

Though, the option to add or remove activities in the Shortcuts section would help with your productivity. We can raise this with our developers for feedback.

 

They'll read your inputs and might consider them for future improvements in QuickBooks Online.

 

To send feedback, go to the Gear icon, then select Feedback

 

If you'd like to know more about setting up your company and settings, take a look at this article: Get started and adjust settings after you sign up for QuickBooks Online

 

Is this your first time setting up QuickBooks? I'll add this article if you need help managing your lists, accounts, and transactions in the near future: Get started with QuickBooks Online.

 

Would you like assistance in setting up other things in QuickBooks? Or do you need to record your entries and run some reports? Let me know the details and I'll help you again.