How to an Account to your Watchlist on the Xero Dashboard
- Jeanette Lingard |
- 6 steps |
- 21 seconds
1
Navigate to your Xero "Dashboard"
2
Click on the three dots beside your Account watchlist on your dashboard.
3
Click "Edit Accounts watchlist". This will take you to your Chart of Accounts which is a list of all the accounts in your Xero file.
4
Click on the name of the account that you want to show on your Watchlist.
5
Click the "Show on Dashboard Watchlist" field.
6
Click "Save"
