How To Add Interactive QuickBooks Prompts to Dashboards

Add Interactive QuickBooks Prompts to Your Bison System Dashboards

The Bison System is the simplest tool available to interactively slice-and-dice QuickBooks data. Add interactive QuickBooks prompts by simply dragging-and-dropping a data point onto your dashboard. This interactive prompt immediately allows you to change the data on your QuickBooks dashboard by clicking it. Within seconds you’ve made your QuickBooks dashboard completely interactive.

QuickBooks Report Prompts

Step 1

  • On this dashboard, we want to be able to see invoices for a particular state or region

Step 2

  • Locate Customer Bill Address State and drag it onto your dashboard
  • Locate Region and drag it onto your dashboard
QuickBooks Report Prompts
QuickBooks Report Prompts
QuickBooks Report Prompts

Step 3

  • You are now able to filter your dashboard for invoices for a specific state or region