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Insights may not be available for your company yet.
Accounting > Insights opens Accounting insights, a dashboard built from your connected QuickBooks books. Company Admins and Bookkeepers can use it once your company has finished onboarding. If QuickBooks isn’t connected, the page shows Connect your accounting software instead. If it’s connected but not fully set up, you’ll see Complete your accounting setup. Both take you to Accounting settings.

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Widgets

The dashboard is made of widgets. These show by default: You can also add Monthly revenue, Runway, Revenue vs expenses and All accounts (the balance across all your Every accounts). If your company has it, you can also add Ask digital CFO, which lets you ask questions about your finances.

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Financial statements

Switch between Profit & loss, Cash flow and Balance sheet. You can pick a date range, group the columns by month, quarter or year, switch between accrual and cash basis, and filter to a section such as Revenue or Expenses. Select Export to CSV to download what you’re looking at.

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Customize your dashboard

  1. Select Customize.
  2. Drag widgets to move them, or select Remove widget to take one off.
  3. Select Add widget to choose from the widgets you aren’t showing yet.
  4. Select Done to save your layout.
Your layout is saved for you only. Select Reset while customizing to go back to the default layout.