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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
MCooney
Level 4

"Customers funnel"

 Does anyone know how to get rid of the open leads / work requests / referrals / reviews and testimonials in the CUSTOMERS & LEADS Overview screen.  We do not use, they are inactive and take up too much screen with the more important accounting information way down the page

1 REPLY 1
Nicole_N
QuickBooks Team

"Customers funnel"

Hi, MCooney. We understand your point to remove certain sections to prioritize the accounting information that’s important to your workflow.

 

Currently, the option to remove or customize these sections isn’t available. However, we value your feedback and want to understand how we can improve this feature to suit your needs.

 

We recommend sending us feedback about what you dislike or would like to change about the Customers Funnel, as this helps our product engineering team identify opportunities to enhance the platform for users like you.

 

Please refer to the image below for your visual guide on how to submit feedback.

 

 


We appreciate you taking the time to share your thoughts, and we hope to see your suggestion reflected in a future update.

 

If you have more questions or concerns about QuickBooks, please let us know by leaving a reply below. We'd be happy to further help.

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