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November 19, 2024
Question

Live monthly profit and loss

  • November 19, 2024
  • 1 reply
  • 0 views

I used to have a small icon on my home page which took me to a simple current monthly profit/loss amount.

 

it disappeared after an update and now I can’t get that simple to read and see figure without generating a profit/loss report.

 

1 reply

Nicole_N
November 19, 2024

Let's determine why your Profit & Loss icon disappeared from the homepage and how to restore it in QuickBooks Online (QBO), @thebeargardener-.

 

If you're referring to the widget from the dashboard, it may have been accidentally removed. To verify, let's check the Widget library to see if it’s listed there. Refer to the screenshot below for a visual guide.

 

 

If it's there, simply click the (+) button to add it back to your homepage. If it's not there, we can perform some browser troubleshooting to determine if this has something to do with your browser's cache. 

 

We can start by signing into your QBO account using a private or incognito window. This helps isolate the issue since it doesn’t store data in the cache. You can utilize the following keyboard shortcuts:

 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome and Microsoft Edge: CTRL + Shift + N

 

Once signed in, check if the Profit & Loss widget is on the homepage. If it's there, return to your regular browser and clear its cache to start afresh. Alternatively, you can use other supported browsers to help narrow down the cause of this behavior.

 

To get to know what you can do more to your Home Dashboard, check out this link: Get started and adjust settings after you sign up for QuickBooks Online.

 

I've included some resources that will guide you on how to build financial reports and configure the report preferences:

 

 

If you wish to highlight specific areas of your business inside the report, you can also use the customise function.

 

I'll keep this thread available so you can always reply if you have further queries about your Profit and Loss widget or any related QuickBooks concerns. I'd be glad to lend a hand.