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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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jenop2
QuickBooks Team

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Thanks for responding to us with additional details about what you're trying to achieve, Creative Pictures. Allow me to join in and offer my help with your invoices.

 

The option to add widgets or sales charts is in your Dashboard menu. This customizable section allows you to display the most relevant sales information at a glance without running a report. 

 

Let me guide you through the process:

 

  1. Go back to your Dashboard and click Customize layout.
  2. Click Add or remove widgets.
  3. Check the box for Accounts Receivables and Invoices, then click Save.
  4. You can also drag widgets to reorder them.
  5. Select and drag the sides of a widget to resize it. 
  6. Click Done.

 

 

Once done, you'll immediately see the amounts of invoices that are unpaid, paid, undeposited, and deposited. 

widegets.PNG

Another way to view your sales performance and invoices in QuickBooks Online is through the Overview tab under the Sales menu.

 

 

Let me also share these articles for additional guidance and resources:

 

 

Please let me know if you need anything else or have additional questions about sales reporting, changing settings, and working in QBO in general. We're always here to help. 

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