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April 22, 2020
Question

How can I show my reports as a graph?

  • April 22, 2020
  • 14 replies
  • 29 views
No text available

14 replies

AddieC
Level 5
April 22, 2020

Hi there, 

 

Running your business with QuickBooks Online is such an awesome way to save time and effort with your bookkeeping. The user-friendly interface makes it easy to review your financial data, and it's important that you can make the most of what the program has to offer. I'll explain what kinds of graphs and visuals are available within the account. 

 

The primary place to review report information in graph format is on the Dashboard. This is the main page you see when you log into your account. The Dashboard will display your invoices, expenses, profit and loss, and sales details in graph format. 

 

The other place you can look to see information in graph format is within the reports centre. Click the Reports tab on the left navigation menu, then click the Business Snapshot report. This report will display graphs for the following information:

  • My Income
  • My Expenses
  • Previous Year Income Comparison
  • Previous Year Expense Comparison

Other than the Dashboard and the Business Snapshot report, other report details would have to be created into a graph outside the program. 

 

I think it would be really handy to have the option to generate graphs from your reports within QBO. I'd be happy to pass on your thoughts about this to my team. I'd recommend submitting feedback on your end as well. You can do this by clicking the Gear icon > Feedback

 

If you have any other questions, please reach out to our tech support team. 

 

Cheers. 

September 12, 2024

There is no "Business Snapshot" option in the Reports tab. Even when navigating to the reports page, there is no option titled "Business Snapshot." 

QuickBooks Team
September 12, 2024

Hi Wildheartranchjt,

 

To view your information in graph format by opening Reports, then select the Performance Centre tab.  You can Quick add charts from the ▼ dropdown menu, Create custom charts, or select Add new chart.  These will then appear on your Performance centre dashboard.

 

Feel free to reach out again, if you have other questions.  We would be glad to help!