Hi kinnear-jason,
QuickBooks Online includes a wide range of powerful reports, which can easily be customized to suit your particular needs. You can unlock almost limitless possibilities by exporting these to Excel. While most in-product reports are focused on showing you your financial numbers, the Business Snapshot report includes several charts and graphs for a visual overview of how your business doing. I'll be happy to help you make the most of this report.
The best way to see a quick and detailed overview of your financial situation is by running the Business Snapshot report. It includes charts and graphs of your income and expenses, with comparisons of how they've change over time. It's just a few easy steps to get started:
- Head to Reports and click on Business Snapshot.
- Find the Previous Year Income Comparison and select Quarterly or Monthly as desired.
- Click on the Printer icon to save or print the chart.
Hope this helps! Let me know if there's anything else I can do for you.
