# QuickBooks dashboard examples and reporting templates

Gain complete financial visibility with automated QuickBooks reporting dashboards that consolidate your accounting data in one place. Track revenue metrics, monitor accounts payable and receivable, analyze cash flow, and make strategic decisions based on real-time insights directly from your QuickBooks Online account.

## QuickBooks dashboard examples for every need

Coupler.io DashboardGoogle SheetsLooker StudioPower BI

### QuickBooks revenue dashboard for multi-currency accounts

### QuickBooks financial dashboard

### QuickBooks accounts receivable dashboard for single-currency accounts

### What is a QuickBooks dashboard?

A QuickBooks dashboard is a visual reporting tool that transforms your accounting data into actionable insights through charts, graphs, and tables. It centralizes critical financial information from QuickBooks Online into a single view, making it easier to track key performance indicators, monitor financial health, and identify trends.

### What reports should be included on a meaningful QuickBooks dashboard?

1. **Revenue report**: Provides a complete overview of income streams, tracks revenue trends, and highlights top customers.
2. **Financial report**: Delivers essential performance monitoring through profit and loss overviews, visualizes the balance sheet, and monitors cash flow.
3. **Accounts receivable report**: Offers a detailed breakdown of unpaid and overdue invoices.
4. **Accounts payable report**: Provides comprehensive vendor analysis and highlights current and overdue bills.

### What insights you can get with the QuickBooks dashboards

- **Unpaid invoices overview with customer filtering**: Highlights which clients represent the largest portions of your accounts receivable.
- **Vendor payment prioritization**: Presents a clear breakdown of unpaid bills based on vendor relationships.
- **Revenue distribution by customers and products**: Displays your most valuable customers by revenue contribution.
- **Profit and loss overview with trend analysis**: Summarizes revenue, expenses, and net income across different time periods.

### How to create a QuickBooks dashboard

1. Go to the readme tab for instructions on setting up the dashboard.
2. Set up the Coupler.io importer and connect your QuickBooks Online account.
3. Follow instructions to prepare and load data to the dashboard.
4. Configure the schedule for data refresh of your reporting dashboard.

### Metrics you can track with the QuickBooks dashboard templates

- Unpaid invoices amount
- Overdue invoices by aging period
- Unpaid bills amount
- Monthly dynamics of invoices
- Revenue by customer
- Product performance metrics
- Profit and loss trends
- Cash position by account

## Create custom QuickBooks dashboards or use pre-designed templates for your reporting