Dashboard: Main Menu Breakdown

In this article, we will walk through the Main Menu icons in the Dashboard.

Navigate to any Dashboard to follow along, and look at the very top of the dashboard.

Edit Tile Tool

Edit Tile Tool

This tool allows you to rename your dashboard.

Add A Dashboard Tool

Add A Dashboard Tool

This tool allows you to add a new dashboard, there are a maximum of 9 charts per dashboard and a maximum of 5 dashboards. You can access your dashboards by selecting the Dashboards Icon in the hand navigation panel, then select the dashboard you would like to view.

Dashboard Icon

Dashboard Icon

This tool allows you to select which of your 5 possible dashboards you would like to view.

Delete Dashboard Tool

Delete Dashboard Tool

This tool allows you to delete a dashboard.

Sync Tool

Sync Tool

This tool allows you to update the information in your AutoCFO account by pulling the latest information from Quickbooks Online, to update or refresh your account, click the sync icon .

Once sync is complete, the date and time will update to let you know when the last sync occurred. We are allowing users (you!) to trigger their own syncing in case they find joy in seeing the revenue chart suddenly increase like we do.

Leave a Reply