How to show account on dashboard

You can customize your dashboard to display specific accounts such as key financial reports and balances, Dinger9166. I'd be glad to provide you with the instructions and help you set it all up.

In QuickBooks Online (QBO),  to appear your accounts on the dashboard, let's ensure the accounts are enabled in the dashboard. Let me show you how to enable this:

1. Go to Dashboard.
2. Click Customise Layout.
3. Select the Add or Remove widgets to customise your dashboard.
   
4. Click the widgets you want to show in the dashboard.
   
5. Once done, select Save.

If you mean to seamlessly import your accounts into QuickBooks Online (QBO), you can utilize the Chart of Accounts feature. This functionality is essential as it ensures that all your accounts are accurately reflected in various reports and views, including the dashboard.

When you're ready to import your accounts into QBO, let's ensure your spreadsheet is formatted correctly.

Here's how you can import your chart of accounts:

1. Log in to your QuickBooks account.
2. Go to Settings.
3. Select Import Data.
   
4. Click Chart of Accounts.
5. Select Browse to upload a file via Excel or CSV file.
   
   

    

6. Match your spreadsheet columns to QBO fields (e.g., Detail Type, Account Name).
7. After mapping the fields, click Next and review your data to make sure everything is correctly aligned.
8. If everything looks good, select Import.

By following these steps, you can ensure that your relevant accounts are visible and easily accessible from your QuickBooks Online dashboard.

Moreover, I'll add these valuable articles that guide in organizing your financial management in the program:

• Understand the navigation menu in QBO.
• Learn more about the Cash Flow menu
  
  

Whether you need further assistance getting your accounts in the dashboard, please don't hesitate to reach out to us. Click the Reply button below or post a new query. We'll be eagerly waiting to help you.