explore categories:
- your business (15)
- personal finance (4)
- mobile (6)
- taxes (4)
- social (10)
- just for geeks (1)
- just for fun (6)
who made this?
Artie Correa is a software engineer. He has experience coding in a variety of environments and languages including Linux, Windows, C#, Java, C++, and some PHP.
Dashboard
categories: your business
9.8MB
Last download: August 27, 2008
With Dashboard, you can view view information you might find on a QuickBooks report like open invoices, revenue, and expenses without opening QuickBooks.
Getting started with Dashboard
First, click the download button above and run the installation program. Next, you need to let Dashboard's QuickBooks stats plugin talk to QuickBooks. So, Once it's installed, you can either:
- Give Dashboard permission to access QuickBooks. Open QuickBooks (this is the only time you'll need to open QuickBooks to use Dashboard) and go to Edit > Preferences > Integrated Applications > Company Preferences > grant Dashboard access to your company file.
- Open QuickBooks and load your company file and then run Dashboard -- it will find the info it needs.
How to get help
If something comes up that you need help with just post a comment here.
How Dashboard came to be
During a project, the Innovation Lab talked about implementing a plugin architecture for a client side piece that we wanted to integrate with QuickBooks. (A plugin architecture means users can "plug in" new functionality and features to do more with an application.) That initial project didn't get built, but we decided to go ahead and finish up the delivery mechanism and release it as Dashboard.
We love feedback
We might do other mini-apps like this QuickBooks stats plugin for Dashboard in the future -- so please let us know what you think, and what you need!
We love feedback!
Have an idea for Dashboard? Questions about using it? We want to hear from you! Please leave a comment below or send us an email.
I get the an error in the dashboard “the version of QBXML that was requested is not supported or not known”
My Quickbooks version is Quickbooks Pro 2006
Artie 
| 7/08/08 at 3:51 pm
Unfortunately this application was only tested against 2007 and 2008, a fact that I will add to application information.
Daryl Myatt | 7/27/08 at 8:38 pm
Dashboard does not appear in integrated application after being installed.
Daryl Myatt | 7/27/08 at 8:39 pm
I should mention I am using Australian version 2008.
Richard Anstruther | 7/28/08 at 6:57 pm
I have a client who’d like a gadget/widget to just give him the information in the Quicken Budget Monitoring menu option. He wants real-time alerts if he’s spending too much.
I can’t test with your QB yet, as I use a Mac for that app.
Thanks.
Artie | 7/29/08 at 9:44 am
Daryl, the Dashboard actually isn’t meant to show up as an integrated application within QuickBooks. The Dashboard is meant to work with more than just QuickBooks so we decided to keep it as its own external application. So if you see it in your start menu then it installed correctly.
Mindy | 8/10/08 at 12:25 pm
Would be helpful to be able to combine more than one company file and have show in the dashboard information.
Like the combined financial statements… then info in dashboard.
Scott Gregory | 8/21/08 at 8:37 am
How do I get the dashboard to actually display information in the graphs in the left hand side?
I’ve tried just about every combination I can think of, and they remain white. I know there is revenue and expenses in the file that is linked to the dashboard.
What am I missing?
Thanks for creating this very useful tool!
Scott Gregory
Scott Gregory | 8/21/08 at 8:41 am
Disregard the question on getting data for the graph - figured it out.
However, you could enhance the value of these graphs by showing the $ value across the top of all 3 bars - there is no reference point on the 2nd and 3rd bars that is helpful.
Lynn | 6/26/08 at 3:41 pm