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I'm here to provide an alternative method you can perform to complete your task, @ken-pratt.
Currently, creating a Quick Ratio report from the Balance Sheet and add it into the Dashboard isn't available in the program. With this, I'd suggest exporting the Balance Sheet report to Excel. Then, manually calculate the quick ratio from there. I'll guide you how.
The screenshot below shows you the third to sixth steps. For the detailed instructions, check out this article: Exporting Reports To Excel.
In the meantime, I recommend visiting this website: QuickBooks Online (QBO) Blog. You'll learn more about our latest news and product improvements in this link.
You can always customize your financial reports, like the Balance Sheet, in QBO. It helps you focus on the details that matter the most to you about your business. For more information, see this article's Step 2: Customizing Reports.
I'll lend a helping hand if there's anything else you need. Keep safe always, @ken-pratt.
I'm here to provide an alternative method you can perform to complete your task, @ken-pratt.
Currently, creating a Quick Ratio report from the Balance Sheet and add it into the Dashboard isn't available in the program. With this, I'd suggest exporting the Balance Sheet report to Excel. Then, manually calculate the quick ratio from there. I'll guide you how.
The screenshot below shows you the third to sixth steps. For the detailed instructions, check out this article: Exporting Reports To Excel.
In the meantime, I recommend visiting this website: QuickBooks Online (QBO) Blog. You'll learn more about our latest news and product improvements in this link.
You can always customize your financial reports, like the Balance Sheet, in QBO. It helps you focus on the details that matter the most to you about your business. For more information, see this article's Step 2: Customizing Reports.
I'll lend a helping hand if there's anything else you need. Keep safe always, @ken-pratt.
Raymond, thanks for the 'work around', I have used the export facility extensively in preparation of Annual accounts along with bespoke detailed management accounts. Think Quick Books is missing a trick here... the dashboard is quite useful in pulling together certain key information, however, if the report generator facility for the balance sheet (especially) had a bit more functionality in 'choosing' accounts' then the preparation of the 'Quick Ratio' would be straight forward, users could decide which items in the balance sheet are to be classed as 'Quick'.... If that could then become a 'customised report'... and ticked as a favourite, then 'job done'. Thanks for the speedy response anyway. Ken
Hi there, ken-pratt.
I'm happy to hear the Community was able to help find an alternate method to obtain what you're looking for. I understand how this could be beneficial to your business and have submitted feedback about the QuickBooks reports feature to our product development team so this can be considered in future updates.
You can also find answers to many report related questions in Intuit's support article database as well: Reports & accounting
Please feel more than welcome to make a post if you ever have any questions. Enjoy the rest of your day!
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