Ways To Customize the QuickBooks Online Dashboard

hi this is Tim Yoder with fit small business I've been a CPA for 28 years today I want to teach you how to customize your dashboard and QuickBooks online so let's get started so as we customize these dashboards you need to understand this is only your view so your user login if there's other users that can log in under their own usernames this does not affect them whatsoever we're only customizing your personal views within QuickBooks online so there's two areas that we can customize the first is going to be the left menu bar and the second will be our business overview so let's go to our menu bar customization so unfortunately it's not as simple as simply clicking on any of the items and dragging them so we're not allowed to do that we need to go down here to our menu settings click on that and then click on customize this menu that's going to open up this box where we can select or deselect certain items and then move the order of them so let's zoom in that box so let's say I'm not very heavily involved in payroll or I have nothing to do with payroll I can deselect payroll and that'll take it off of my menu um Also let's say I'm heavily involved with customers I can select customers and I can drag it up higher in the menu pretty basic um in the sections tab here there's only two sections on your left menu bar defaults and the actual menu so if you want to flip-flop the order of those two you certainly can do that and then within the bookmarks bar um you can add or subtract anything that you have book okay so let's hit save and now we can look at our left menu bar and we can see that it's changed our customers and leads has been moved towards the top and the payroll is no longer okay so uh I want to flip it back to what it originally was and so I'm going to go to menu settings again customize this menu and reset to default menu click save and it goes back to the QuickBooks de so that's nice in case you just you're experimenting and you really mess something up and you kind of lose one of the tiles you want and you're lost a little bit you can always just reset it to its original uh status okay that's the left menu bar second thing I want to show you is how to customize the dashboard and so Under menu here let's go to dashboards and to getting things done so this first tab there's really nothing we can customize other than we can use this privacy toggle so when you toggle the privacy on it basically just blanks out all the financial information on your screen that privacy button works for both the get things done Tab and the business bu tab so this doesn't hide anything from other users of QuickBooks it's simply just it simply blcks your screen without the financial information visible uh it's just a temporary thing so if you have somebody looking over your shoulder or you're in a in a place where people can be walking behind you and you don't want them to see all the financial information you can turn on this privacy button again nothing permanent doesn't hide it from other QuickBooks users so let's flip that back off okay in our business overview we can arrange these Widgets or I like to call them tiles in whatever order we want but in order to do that we need to First click this customized layout button now they turn green and we can drag them wherever we want them okay to select and deselect which Widgets or tiles we want to see we have to go over here to our add remove widgets and here we can place check marks next to whichever widgets we want and uncheck whichever widgets we don't want pretty basic can save that okay similar to the left menu bar if we mess things up and we just want to go back to the original layout we can hit reset layout and it'll do that okay when you're done customizing your dashboard you can click done and there we go we've customized our dashboard so those are the two main areas you can customize your left menu bar and your business overview I hope you found this useful uh please visit our other 55 free QuickBooks tutorials by visiting fits smallbusiness.com back/ free QuickBooks Online tutorials I'll also throw a link to that below this video in YouTube uh please please subscribe to our YouTube channel we do have a ton of great QuickBooks materials available for you again my name was Tim Yoder and I look forward to seeing you again in our next QuickBooks online tutorial

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