Technology

How to customize the QuickBooks online dashboard

QuickBooks

How to customize the QuickBooks online dashboard

The dashboard is one of the features that make QuickBooks so popular. The QuickBooks dashboard has a lot of different functions. QuickBooks allows you to personalize the whole dashboard based on your needs. It allows you to choose what appears on the homepage.

 

 In this post, we’ll go over the many elements of the QuickBooks dashboard as well as how to customize the QuickBooks Online Dashboard.

 

Some QuickBooks Online DashBoard Features

 

1.QuickBooks Scorecard

Your account balance, revenue, due balance paid amount, and other financial indicators are all displayed on the Quickbooks Scorecard. This Quickbooks online dashboard lets you analyze the state of your business and budget for the future.

 

2.Expenses

 This dashboard emphasizes your expenditure just like sales. It contains monthly buys, different accounts buybacks, vendors buyback, the seller’s forthcoming accounts, and maturity. And an inventory of the owing bills etc.

 

3.Customer Detail: 

The Customer Detail dashboard is the next component after the Customer Income dashboard. This dashboard allows you to view at once a tiny print of 1 client containing their balance, assets, profit, contact details, due account, and the opposite customer detail accessible.

 

4.Profit and loss

A profit and loss account captures all your revenues and costs, Profit & Loss records help you understand the power of the company with a press release to make a profit. It can also produce charts and charts for your statement of profit and loss, to help you better comprehend the statement of profit and loss.

 

5.Budget

The budget report is the most important of the dashboard reports. While all of the dashboards show you what’s going on right now, this one shows you if you’re on track to meet your budget. It also compares the previous year’s budget to this year’s budget.

 

6.Customer Income

 The customer Income dashboard shows you how much of your customer’s balance is owed to you. This software feature will also help you identify your least profitable and most profitable customers. You’ll also keep consumers informed about their outstanding payments.

 

It’s all about the money in sales! This dashboard displays total revenue, debt outstanding, and amount paid by the month. Basically, you can use this dashboard to force an appearance of money flowing in. 

 

It also allows users to obtain a Sales Report, which includes charts and graphs that show sales success.

 

How can you customize the QuickBooks online dashboard?

Here’s how to customize the QuickBooks online dashboard -:

 

Set Up Company in Home Dashboard

You may start the setup of Quickbooks in two ways:

 

Option 1: Set the company settings list at the time

 

  • Select Account and Settings to Settings.

 

  • Navigate through the left menu sections, and modify when needed.

Option 2: Set your work settings

This will open a setup interview box for you when you create a report for the first time. 

 

Every configuration interview contains basic, easy questions regarding what you are looking for and how you plan to utilize the function you use at the time.

You automatically configure your settings while answering these questions. Some or all of the interview questions might be answered promptly or cancelled.

 

 The next time you terminate QuickBooks, the interview opens at the place where you left off. When you cancel, the interview will open.

 

Quickbooks Online Dashboard- Search for transactions

Here, you may produce a list of transactions matching a variety of search parameters, the date range, the amount, and the kind of transaction you input.

  • Click the symbol of the glass loudspeaker.

 

  • Then you must input a number, a date, or a sum of the transaction and then choose the smaller magnifying glass icon or press the search option.

 

  • And in certain circumstances, you may pick Advanced Search if you don’t locate what you need.

 

  • You must next pick the type of data to be found using one or more filters and may also view the following filter selection example for more details.

 

  • And if the result list is to be customized, select the Settings option above the search findings table and then choose the columns you wish to display after that.

 

  • If you would want to print or export the list to an Excel table, then click the Print icon or Export to Excel icon next to a printed icon.

 QuickBooks Online Dashboard- manage users and access.

The master administrator, as well as any other users added by the administrator, must be included in this procedure. Your current user limit is affected by these people.

It also allows you to build this, so adding, removing, or changing a user’s access requires you to be a master administrator or corporate administrator. The following is the procedure for managing users:-

  • To begin, navigate to the Settings menu.

 

  • Then select Manage Users from the drop-down menu.

To make changes to your contact and sign-in information

 

Describe how you may alter your own name, address, phone number, email address, and user ID with QuickBooks Online software. You may also modify another user’s name, email address, and access rights if you have the necessary permissions.

 

 We’ve included information about you and another user who is linked to you below: –

1.To modify your own contact and sign-in information, go to the Settings menu and select Account and Settings from the drop-down menu.

 

  • Then go to the Company section and click on the Edit option under Contact details.

 

  • After that, make any required changes to the data.

 

  • Finally, choose the option to “Done.

 

2.To modify another user’s contact and sign-in information, follow these steps:

To begin, navigate to the Settings menu and select Manage Users from the drop-down menu.

 

  • Then choose the user you’d like to alter and select Edit.

 

  • Then, when needed, you must update the data.

 

  • Click the Save and close option at the end of this process.

 

Final Remarks

 

We’ve given you all of the information you need to know about the QuickBooks Online interface. We hope that the information provided in this blog will assist you in improving the efficiency of your accounting operations. 

 

Additionally, if you have any difficulties while completing the instructions, you may contact our ProAdvisor support team for immediate assistance.

How to Choose the Best Internet Bundle Provider?

When choosing an internet service provider (ISP), you need one that offers quick steps and reasonable estimates. You also need to know if the ISP is known for its customer support, and it generally helps if the provider offers additional benefits like free setup, no-contract alternatives, and unlimited information. 

Home Security + Internet

Get a complete home security solution from Internet Bundle. Get the best in-home WiFi combined with a total internet home security bundle.

For most businesses and even homes, home security, TV, and internet access are just as important as their other utilities. Most businesses use internet access for everything from customer communication (email, VOIP, etc) to credit card processing.

Depending on where you live, you may have to choose between a few different providers that work in your area. We’ll guide you through the way to select the best ISP for your requirements. 

 

1. Discover Internet services in your area. 

The first stage in choosing an internet service is to find out what is available in your area. You can quickly find this out by entering your zip code into the search form below. 

Our zip code application collects all the internet service information from your area in one place to make choosing a supplier easier. Few every odd supplier is accessible in every space, so this gives you a more accurate preview of what internet types are accessible, what speeds you can get, and at what cost. 

 

2. Look at the plans, ratings, and rates

 

You need an internet bundle plan that gives you sufficient rates, reliable help, and a sufficient information limit for the month, all at a value you can manage. 

 

All internet services have their own claims to fame, and it helps to select one that matches what you need most. Here are the most important points you should consider: 

 

  • Plans and estimates 

  • Speeds 

  • Set-up and equipment costs 

  • Customer loyalty ratings 

  • Information coverage and overage fees 

 

Some providers offer ultra-fast speeds, while others have more direct rates that are easier on the wallet. Numerous providers enforce information covers that limit how much internet you can utilize each month – however, some offer unlimited information. 

 

You can also sometimes discover plans that have no yearly contract prerequisites. We recommend that over an arrangement with a contract, as you can then stop at any time without paying contract-allowable fees (ETFs). 

 

As our overview of customer loyalty makes clear, providers change as issues allow, while maintaining the same quality and customer service. In addition, of course, there are regular advancements and limitations, including setup costs.

 

3. Look For Advancements, Limits, And Bundle Offers. 

 

Once you’ve looked up what each of the providers in your space can offer, at that point you should investigate any expected limits or advancements you can get by joining. Also, check out Internet Bundle package deals if you want to combine your Internet access with a TV or phone plan. 

 

Major Internet services like Xfinity and AT&T often offer rewards for new customers in the form of VISA® gift cards or free memberships to real-time features. In addition, it is sometimes possible to get discounts on setup or equipment costs if you use qualified plans. 

 

4. Consider how much Internet speed you need. 

 

Now is the ideal time to figure out how much speed you need. You need an internet plan with sufficient download and transfer rates to do all your regular Wi-Fi tasks with ease. You need fast Internet – but you don’t have to worry about it being basically too fast, or you’ll probably pay a lot for a transfer speed you won’t use. 

 

Use our How Much Speed Do You Need? tool to find out what kind of speed you have at home or in your business. You should simply answer a few questions, and we’ll give you a suggestion. 

 

How Much Speed Do You Need 

Web speed What you can do 

0-5 Mbps Checking email, reading news, streaming in HD on a single device. 

6-40 Mbit/s Stream in HD on 2-4 devices, play web-based games, run 1-2 brilliant devices 

41-100 Mbps Stream in 4K on 2-4 devices, play web-based games with multiple players, instantly download large data sets, run 3-5 brilliant devices 

101-500 Mbps streaming in 4K on 5+ devices, instantly downloading huge datasets, running various brilliant devices 

501-1,000+ Mbps streaming in 4K on 10+ devices, doing everything on many devices without interruption 

There are a few questions you should ask yourself when assessing your speed needs: 

 

How often do you stream movies and TV? 

 

Real-time 1080p video requires about 5 Mbps to run well, while 4K requires download speeds of about 25 Mbps – if not faster. 

 

How many people are constantly streaming and downloading on their devices in your home? 

 

You’ll need faster rates if multiple people are using your Wi-Fi. A reliable guideline is 25 Mbps per person – so if you’re in a family with three other people, 100 Mbps is ideal for effortlessly streaming, gaming, working, and going to Zoom meetings.

7 Hidden Features of Google Pixel You Need to Know and Try

Google’s Pixel lineup includes a plethora of impressive features, but some are easier to find and activate than others. The nicest bonuses are hidden just under the surface. This list examines the most intriguing.

Whether you’ve just received a new Pixel for Christmas or just want to learn more about your phone, these features are guaranteed to improve your user experience.

Note for this tutorial, we used a Pixel 4a running the latest version of Android 11.

1. Know what’s at stake

Your Google Pixel comes with a similar feature to Shazam. It’s called “Reading In Progress” and you can enable it by going to “Settings -> Display -> Lock Screen ->Reading”. Then, enable the “Show songs on lock screen” feature. From there, you can also add a Play In Progress shortcut on your home screen to easily access your listening history.

Now, whenever music is played nearby, the Pixel will be able to pick up and identify sound waves and then show you which track is playing on your lock screen. Very convenient!

2. Add captions to any audio

Another useful tool on your Pixel is that it can add live subtitles to any audio played on your phone. To enable this option, go to “Settings -> Accessibility -> Live Captioning”. Enable the “Live Caption” option.

To test this, open a YouTube video on your device and tap play. You should start seeing the captions appear underneath. You can resize or reposition the legend area on the screen according to your needs. Note that at the moment, the feature only works for English audio, but Google indicates that other languages will be added in the near future.

Under Live Caption, you’ll find additional options, for example, captioning calls. This service provides live subtitles when you are on the phone with someone. It’s enabled by default, although your Pixel asks you if you want subtitles every time you get a call, unless you tell you otherwise. If you don’t want to, you can disable the feature from here.

3. Turn off notifications when you put your phone down

Need to focus on something and don’t want distractions? The Pixel offers a simple solution to get some peace and quiet. Turn on the “Flip in Chut” option to trigger a Do Not Disturb mode, which silences notifications and other distractions whenever your phone is facing down on a flat surface.

To do this, go to “Settings -> System -> Gestures”. Then, find and tap on the “Flip to Shh” option. Enable the option to enable Do Not Disturb mode. Google says you will feel a very subtle vibration when the mode is turned on.
Do Not Disturb is part of Google’s digital wellness, so if you need more help minimizing distractions while you work, you can take a look at the other options that are part of the package by visiting “Settings -> Digital Wellness and Parental Controls.”

4. View notifications using your fingerprint

If you often use your phone with one hand, you’ll love this trick. It allows you to view notifications without having to swipe your finger from the top of the screen. Instead, you can slide your fingerprint sensor to the back of the phone, which is much more comfortable when you don’t have both hands free.

First, enable the function. You can do this by going to “Settings -> System -> Gestures -> Swipe fingerprint for notifications.” Enable the feature from there.

To view your notifications, swipe down on the sensor. Otherwise, if you want to close them, swipe up.

5. Take advantage of the built-in VPN

Connecting to unsecured Wi-Fi networks is a pretty dangerous deal, but Pixel owners have put in place a set of tools that can protect them from these inconveniences.

The phone includes a feature that allows automatic connection to public Wi-Fi hotspots, which, when enabled, simultaneously pair with a Google-run VPN. To find it, go to “Settings -> Network and Internet -> Wi-Fi -> Wi-Fi Preferences”. Enable “Connect to open networks” to automatically connect to high-quality public networks.

Once you do, Google sends the Wi-Fi Assistant to inform you that, in order to protect your privacy on public Wi-Fi, your data will be transmitted via a secure VPN, courtesy of Google. Press the “OK” button to finally activate the function.
The option is available on all Pixel and Nexus devices running Android 5.1 and higher. According to Google, it is currently available in some countries, including the United States, Canada, Denmark, the Faroe Islands, Finland, Iceland, Mexico, Norway, Sweden, and the United Kingdom.

For those who use Google Fi, Wi-Fi Assistant is also available in Austria, Belgium, France, Germany, Greece, Ireland, Italy, the Netherlands, Portugal, Spain, and Switzerland.

6. Create custom themes and more

Google allows Pixel users to customize their devices in different ways. For example, you can easily create custom themes. To get started, go to “Settings -> View -> Styles & Wallpapers” or long-press the home screen and tap “Styles & Wallpapers” in the menu that appears. Here you can choose from the many styles available or create your own by pressing the Custom button. Choose your fonts and select the type of icon pack you want to have, then finish by selecting the highlight color and shape of the icons.

Another interesting thing you can do is to use a “Come Alive” wallpaper. These are interactive wallpapers that subtly move and respond to your movements via the Motion Sense feature. You can apply one from “Styles and wallpapers -> Wallpapers”. Find the Come Alive section and choose your favorite from what is available. You’ll need a newer Pixel to be able to use this feature.
7. Be prepared in case of an emergency

Pixel’s new models come with an app called Preinstalled Security. This service allows you to set an emergency contact that will be allowed to access your phone without having to unlock it. You can also add vital information in the app, such as allergies you may suffer from, the medications you are taking, or whether you are an organ donor.

You can also enable automatic accident detection, a feature that alerts emergency responders, as well as your contacts, that you have been in an accident. At the moment, the option only works for owners of the Pixel 3 (and higher) who live in the US, UK, and Australia.

If you’re looking for additional apps to install on your Pixel, you can check out our list of the best Android file managers to help you organize everything or check out the best weather apps that provide complete forecasts at your fingertips.

Voice assistants are very popular all around the globe. In India, most people use google assistant, and they ask “google Mera Naam kya hai” with google assistant. And then he hears his name from a google assistant.