QuickBooks Online - How to Customize the Home Page

In this video, I provide a demonstration on how to customize the Home Page of a QuickBooks Online (QBO) company file. As I show in the demo, you can truly make the home page of the company file your own! I note some differences with the QBOA firm “home page” and the client experience, but the customization concepts are largely similar for both platforms.

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QUICK JUMPS:
00:00 Introduction
00:46 Client file vs Accountant Firm
01:29 Demonstration
01:39 Customize Layout
02:37 Add or Remove Widgets
03:25 Important Consideration