Skip to main content

1 reply

July 3, 2024

Let's add the Invoices widget to view your invoice totals on your Dashboard, alfordacres. I'm here to guide you on how to complete this task.

 

The QuickBooks homepage contains sections that provide a summary of your business accounts and transactions. You can customise its layout to include the widget displaying the specific data you need. To add an Invoice widget, here's how:

 

  1. Select the Dashboards menu.
  2. Click the Customise layout button and select the Add or remove widgets button.
  3. In the Customise your dashboard window, enable the Invoices checkbox.
  4. Select Save twice.

 

To learn more about your Home Dashboard, please see the Get to know your Home Dashboard section in this article: Get started and adjust settings after you sign up for QuickBooks Online.

 

Furthermore, when your customers pay your invoices, record those payments to balance your income accounts. For the step-by-step guide on how to do this, you can check out this article: Receive invoice payments in QuickBooks Online.

 

You can always get back to this thread if you have other concerns about managing your invoices and income transactions with QBO. I'm always ready to help you out.