To explore what a QuickBooks dashboard looks like, we will use the example of a sample company called Photos By Design:
A brief explanation of the information that appears on the QBO dashboard is as follows:
- INVOICES: In this section, you will see a summary of paid and unpaid customer invoices. Plus, you will see the number of payments that have been received from customers that have been deposited or are waiting to be deposited. If you click the tile, you can drill down to the specific invoices and deposits that make up the totals that appear there.
- EXPENSES: In this section, you will see a summary of expenses by type (for example, office supplies, bank fees, and so on). You can select the time period you would like to view this information for (for example, monthly, quarterly, or annually) from the dropdown in the upper-right corner of the tile.
- BANK ACCOUNTS: A list of all the bank accounts you have connected to QuickBooks...
