1. Figure out your dashboard. Your QuickBooks dashboard is the central hub that you’ll use for the software. When you first open it, a “setup checklist” will prompt you to customize your ...

Though the most popular plan to use is the QuickBooks Online Plus ($43), its most affordable plan, Simple Start, has a wealth of features that will ready you for tax season.

QuickBooks Online connects with inventory, payroll, project management and CRMs so you can run in-depth reports and see the business’s financial health at a glance. Robust support.

To use this approach, open the Power BI Desktop and select Get Data (as shown in the screenshot “Get Data,” below), as illustrated earlier using the Excelbased approach. Scroll down and select ...

The demo account didn’t have existing projects, but you can see how you could use the dash to compare profit margins and project income vs. cost. QuickBooks Online projects dashboard. Requesting ...