To answer your question about adding an item on the dashboard is no, Michael.
The Dashboard display as a default when opening your company file or account. Here you'll see an overview of your business and it will be updated as you entered transactions in QuickBooks Online.
I understand the importance of customizing or adding items to your dashboard page. For now, this option isn't possible. The information that appears on the Dashboard page depends on the user access level. You have the option to manage and edit the user's role permission. If you want to change the user access to your liking. I'll show you how.
- Go to Settings ⚙.
- Select Manage users.
- Find the user you want to edit. Then click Edit in the Action column.
- In the User type drop-down ▼ menu, select the new user type.
- Choose the user settings, if applicable.
- Hit Save.
I also encourage you to share your product ideas with us so that we can improve our software and your experience. You can go to the Gear or Settings icon and select Feedback. All requests will be gathered and reviewed by our Product Development team. They may integrate it in a future update if it is approved.
Additionally, you can add a maximum of two accountants to review your account. You can invite them through the Manage Users page. Please refer to this article for a complete guide: Managing accountant users in QuickBooks Online.
You're always welcome to add any details below if you have further questions with the Dashboard. We're always here to back you up.
