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alanmari-earthli
May 6, 2024 7:32 PM UTC
Question

How can i customize the home page? (The instructions don't work.)

How can I add widgets to my home page?

3 replies

RhoiceW
May 6, 2024 8:39 PM UTC

Hi there, alanmari. I can help you customize your home page and add widgets in QuickBooks Online (QBO).

 

In QBO, you can add widgets by accessing the dashboard menu. This section lets you personalize multiple widgets according to your preferences.

 

Here's how:

 

  1. On the left panel, click Dashboard. 
  2. Tick Customize layout. Select and drag widgets to reorder them.
  3. Select and drag the sides of the widget to resize. Please know that not all widgets are resizable.
  4. Click Add or remove widgets to insert widgets.
  5. Tap Save.

 

I've also added a screenshot for your visual reference.


 

Furthermore, you can refer to this article to learn how to set up your QBO account: Get started and adjust settings after you sign up for QuickBooks Online

 

After setting up your account, you can add users and assign them to their specific roles in your company's account.

 

Don't hesitate to reply if you still have concerns about customizing your homepage. I'm always here to lend a hand.

alanmari-earthliAuthor
May 9, 2024 5:33 PM UTC

Does not work for my QBO setup.  No widgets to choose from.  None appear on my dashboard.  I suspect my setup is incomplete.  Will try to find specific help to fix my setup of QBO.

Al R

Candice C
Candice C
May 9, 2024 6:20 PM UTC

Good afternoon, @alanmari-earthli. 

 

Thanks for reaching back to the Community! 

 

Can you provide us with a screenshot of the screen that you're currently looking at when trying to do these steps that my colleague provided? 

 

In the meantime, I recommend reviewing this guide for more information on setting your company up: Get started and adjust settings. 

 

I'll be waiting for your response! 

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