- Knowledge Base & Help Center
- BOS Feature User Guide
- Business Insights
-
FAQs
-
Troubleshooting & Support
-
Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
-
BOS Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Portal Manager
- Documents
- Smart Connect
- Password Manager
- Business Insights
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Product Updates & Release Notes
How do I add a new dashboard widget to Business Insights?
To add a new dashboard widget, click on the “+” button on the menu on the upper left of the Business Insights page.
To add a new dashboard widget, click on the “+” button on the menu on the upper left of the Business Insights page.
An ‘Add Widget’ screen will pop-up.
Click the “Add” button to the right of your selected dashboard widget. The dashboard widget should appear on the “Business Insights” page. Find the new added dashboard widget and click on “Configure Widget,” and then enter the required information. Once done, click “Save Widget.”