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C
chris172
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
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. 

    T
    TrevorW
    September 27, 2020

    Hi AddieC,

    I'm a new QBO+ user.  I'm truly stunned that one cannot generate graphs within QBO+ of *any* report one creates. in QBO+. Wow! :((

     

      P
      pamvanart
      May 6, 2021

      I hear what you're saying @zorkle and I hope you'll consider submitting feedback on this using the method I explained in my reply above. Letting out product development team know what features you want to see ensures that they're in the loop on what features our products need to suit the needs of our users. Have a great day!


      My understanding is that the option to create charts and graphs is only available through the Performance Center in the Advanced subscription option. This Advanced subscription is recommended to businesses with 25 + users and is double the monthly cost of the QBO Plus subscription @ $150.00/M. There does not seem to be any subscription in between or ala carte options.
      It is counter-productive to export the data to excel to create a graph when the data is already on QB and the software app to do so has already been created. 
      For visual learners charts and graphs are key to seeing the full business picture...it's a shame we are being held hostage in our smaller creative businesses by the huge monthly cost factor absorbable by large companies with 25+ users! Creatives & visionaries are not then suited to the QBO platform! Intuit has perhaps inadvertently bumped out half or more of their market share by only catering their products to the analytical users and bumping out the creative entrepreneurs....Hmmmm??🧐
      I will also submit my feedback as you have suggested Rebecca.

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