How to Customize Your QuickBooks Online Home Screen

At the end of 2023, Intuit updated the QuickBooks Online home screen.
 
This is the screen you see when you first log in to QBO.
 
One of those changes is the new Customize layout option.
Customize layout button the QBO Home screen.
 

Customize Layout

When you click on the Customize layout button green boxes appear around each widget.

Customizing the layout in QBO

Moving Widgets

When you hover over any of the widgets on the screen you’ll see a green square with arrows. If you click and hold your right mouse button on that square you can drag the widget around the screen. 

Moving a widget around the QBO home screen when customizing the layout

As you drag the widget around other widgets will move to make space.

Resizing Widgets

To resize a widget click and hold one of the green balls on the left/right of the border box. When you move the mouse the widget will resize.

Resizing widgets when customizing the layout in QBO

Add/Remove Widgets

To remove a widget by click the trash can icon that appears when you hover over it.

Remove a widget from the QB home screen with the trash can icon

The other way to add/remove widgets is the Add or remove widgets button in the upper right.

A pop-up will appear with a list of all the widgets.  Check/un-check widgets and click the save button.

Customizing the dashboard with the Add or remove widgets option in QBO

Save Your Dashboard

Once you’re happy with the layout click the green Save button in the upper right. 

Saving your customized dashboard on the QBO home screen

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Below is a video if you prefer to watch a walkthrough.

If you have questions about the QuickBooks Online home screen click the green button below to schedule a free consultation.

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