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jpg5
Level 1

Is there a way to add a second 'duplicate' widget, eg Cash Flow so that I can see a side by side comparison of last year data vs this year?

 
1 REPLY 1
ArielI
QuickBooks Team

Is there a way to add a second 'duplicate' widget, eg Cash Flow so that I can see a side by side comparison of last year data vs this year?

Hello, @jpg5.

 

QuickBooks Online doesn’t let you duplicate dashboard widgets, so you can’t place two Cash Flow tiles side‑by‑side to show this year vs last year.

As a workaround, we can export relevant reports and compare both years in Excel for a clear side‑by‑side view. Here's how:
 

  1. From the dashboard, click View cash flow to open the cash‑flow overview.
  2. Click the View reports dropdown and choose the related report provided.
  3. On the report page, set the date range.
  4. Click the Export icon and export to Excel and save the file.
  5. Repeat steps 2–4 for the other year/period.

 

Let us know if you have further question and we'll be right here to help you anytime.

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