Feel Like You’re Flying Blind? How QuickBooks’ Dashboard Gives You a Clear Financial View
- mkuria1
- 1 day ago
- 2 min read
Running a business means constantly making decisions — about cash flow, payments, pricing, and growth.But for many businesses, it feels like flying blind. You know you’re selling, paying bills, and maybe even growing… but you’re not exactly sure how the numbers add up.
That’s where QuickBooks’ Dashboard becomes your co-pilot — giving you a clear, real-time view of your finances.
Why Most Businesses Feel ‘In the Dark’
When your financial info is scattered — in receipts, notebooks, or half-updated Excel sheets — you only get bits and pieces.
You don’t know what’s overdue.
You can’t see where money’s going.
You’re not sure if you’re really profitable.
Without a clear dashboard, it’s guesswork — not planning.
What QuickBooks’ Dashboard Shows You — Instantly
Open QuickBooks, and right there on the dashboard you’ll see:
Money In & Out;How much cash you’re bringing in — and where it’s going.
Outstanding Invoices;Which customers owe you — and how long they’ve owed.
Upcoming Bills;What’s due soon, so you’re not surprised.
Profit & Loss Snapshot;Are you making money — or just breaking even?
Bank Account Balances;Your real-time cash position, not an old estimate.
A Construction Firm Getting Back in Control
One of our clients, a small construction company in Nairobi, used to track everything manually.
They’d go weeks without knowing if they were making money — and when they finally did check, it was too late to fix cash flow problems.
We set them up with QuickBooks and showed them how to read the Dashboard every morning.
Suddenly:
They saw unpaid invoices at a glance — and started following up faster.
They spotted which jobs were draining cash.
They stopped over-committing because they knew how much money they actually had.
What to Watch on the Dashboard
Invoices & Receivables;See how much cash is coming soon and which customers owe you money.
Expenses & Bills;Know where your money is going and if you’re spending more than you should.
Profit & Loss;Check if your business is actually profitable or just breaking even.
Bank Accounts;Get your real-time cash position — no guesswork involved.
See the Full Picture — and Plan Smarter
QuickBooks’ Dashboard isn’t just for accountants. It’s for you — the person running the business, making decisions every day.
At Remotix, we:
Set up your QuickBooks to match your business model
Train you and your team to use the Dashboard to spot trends and risks
Help you customize it — so you see exactly what matters most to you
Ready to see clearly — and act with confidence? Let’s get your Dashboard set up right: info@remotixkenya.com
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