Yes, MisterAB. You can pull up a graphical report of income and expenses. Let me show you how to pull up a quick or create a custom chart in the QuickBooks Online Advanced version.
If you're using QuickBooks Online Advanced or QuickBooks Online Accountant, you can create charts to visualize your business performance from the Performance Centre tab.
Here are ways to create a chart:
The first option is to click on Create a Quick Chart. Select any report from the drop-down to display it instantly on your dashboard.
Second, you can click the + Add New Chart. Proceed to the next step:
- Tap the Continue button.
- Give your chart a name.
- Choose the Trend line, Vertical bars, Pie chart, or Stacked bars.
- Customize by adding a Name, Period, and Group By.
- Filter another option, then compare your chart against a period by picking the previous period, the Previous year's same period, or None.
- Lastly, press the Add to Dashboard.
Another option is to create custom charts from scratch. Select the Start by Report Creation wizard or Start by Report Creation wizard to build your custom report by searching for invoices, expenses, customers, and estimates.
For more information, visit this article to see a list of reports and build them into charts: Create charts to see your business performance.
If you are using other versions, you can look at the Profit and Loss and Balance Sheet comparison report and filter to get a snapshot of your income, assets, liabilities, and equity. Then, export the data and create a chart via Excel file.
Additionally, here's an article that will give an overview of how to fix the report display issues:
Let me know which specific reports you're interested in, and I'll assist you in setting them up in QuickBooks Online. You can notify us by replying below.
