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treasurer165
Level 1

Does QBO Advanced allow you to create graphs and charts from reports without exporting to Excel?

Currently I am using QBO Plus but have to export data to Excel to create graphs/charts. Can I avoid this step in QBO Advanced?

Solved
Best answer a month ago

Best Answers
Janiqueca_T
QuickBooks Team

Does QBO Advanced allow you to create graphs and charts from reports without exporting to Excel?

Hello there, treasurer165.

 

Yes, QBO Advanced allows you to create graphs and charts from reports without exporting to Excel, and you can definitely avoid this step using QBO Advanced. These are the steps on how you can create graphs and charts directly within QBO Advanced:

 

  1. Hover over Reports from the left menu.
  2. Click Performance center.
  3. You can create a chart from scratch by clicking +Add new chart, or create a quick chart by clicking Quick add charts.

 

image.png

 

This feature is exclusive to QBO Advanced as other versions like QBO Plus don’t support it. If visual reporting is vital for your business, upgrading to QBO Advanced can streamline your workflow. Learn more at QuickBooks Plans and Pricing.

 

If you have other concerns, feel free to click the Reply button below.

View solution in original post

2 Comments 2
Janiqueca_T
QuickBooks Team

Does QBO Advanced allow you to create graphs and charts from reports without exporting to Excel?

Hello there, treasurer165.

 

Yes, QBO Advanced allows you to create graphs and charts from reports without exporting to Excel, and you can definitely avoid this step using QBO Advanced. These are the steps on how you can create graphs and charts directly within QBO Advanced:

 

  1. Hover over Reports from the left menu.
  2. Click Performance center.
  3. You can create a chart from scratch by clicking +Add new chart, or create a quick chart by clicking Quick add charts.

 

image.png

 

This feature is exclusive to QBO Advanced as other versions like QBO Plus don’t support it. If visual reporting is vital for your business, upgrading to QBO Advanced can streamline your workflow. Learn more at QuickBooks Plans and Pricing.

 

If you have other concerns, feel free to click the Reply button below.

SIAB
Level 7

Does QBO Advanced allow you to create graphs and charts from reports without exporting to Excel?

@treasurer165 

Another option, You can use a business intelligent app to sync with QBO and generate charts and graphs in real time.

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