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1 reply

Rubielyn_J
August 17, 2023

It's a pleasure to have you here, Mariya.

 

Let me guide you through the process so you can have the information you need readily available on your dashboard. Adding the Profit and Loss report to your dashboard is a useful way to keep track of your financial insights at a glance. I'll provide you with step-by-step instructions on how to achieve this:

 

  1. Sign in to your QBO account.
  2. Navigate to the Dashboard menu.
  3. Select the Business Overview section and click the Customize button.

  4. Choose the Add/Remove Widgets option.
  5. Select Profit and Loss and click Save.

  6. Lastly, choose Done

 

You can also review this link to help manage your Home Dashboard in QuickBooks: Get started and adjust settings after you sign up.

 

If you encounter any issues or have further questions, please don't hesitate to tag my name. I'm here to ensure that you can effectively utilize QuickBooks and tailor it to your specific needs.