How to Access and Use Interactive Dashboards in Salesforce for QuickBooks Integration

Here are the steps to view the company-level dashboard. 

1. Company-Level Dashboards

This view is prebuilt and requires no configuration from the user.

Steps:

1. Log in to your Salesforce org.
2. Navigate to the “QB Dashboard” tab from the Salesforce navigation bar.
3. The dashboard automatically displays all connected QuickBooks companies.
4. Browse the prebuilt charts and reports to get a visual overview of sales, invoices, expenses, and other key data.

No additional setup or customization is required – users can start analyzing immediately.

Now, let’s move toward the record-level dashboard.

2. Record-Level Dashboards

This view allows users to customize dashboard components on specific record pages.

Steps:

1. Open the Salesforce record page where you want the dashboard (e.g., Account).
2. Click the Gear icon → Edit Page to enter the Lightning App Builder.
3. Drag and drop the QB Dashboard component onto the page layout.
4. Configure the component by selecting:
   • The QuickBooks Company whose data you want to display.
   • Report Type (e.g., Sales, Expenses, Accounts Payable).
   • Filter Level (e.g., Company, Customer, Vendor, Department ).
5. Click Save and Activate the page.
6. Navigate back to the record page to view the dashboard component in action.
7. Users can also change the date range to view report data for different periods.