cancel
Showing results for 
Search instead for 
Did you mean: 
matt-smbymartin-
Level 1

I am looking for a chart that can show me when we receive a payment. kinda like the sales chart but for payments

 
2 Comments 2
Rasa-LilaM
QuickBooks Team

I am looking for a chart that can show me when we receive a payment. kinda like the sales chart but for payments

It’s great to see you in the Community, matt-smbymartin- .


In QBO, we have built-in charts and graphs to show your income and expenses. Let’s open the Business Snapshot and change the accounting method from Cash to Accrual, and vice versa. This is used to compare the data when you receive the payments for each type. For your concern, we'll use the graph to get the data you need.


I'm here to walk you through the steps on how to open the report and edit the accounting method. Here's how:

 

  1. Go to the Gear icon at the top to select Account and Settings under Your Company.
  2. Tap the Advanced tab on the left panel and click the Pencil icon for Accounting to edit the setup.
  3. Press the Accounting method drop-down to choose Cash.
  4. Hit Save and Done.accounting method.png

To build the report:

 

  1. Navigate to the Reports menu on the left panel and choose the Standard tab.
  2. Go to the Business Overview section and click the Business Snapshot link to view more details.business snapshot.png
  3. In the My Income section, click the drop-down to set the correct date you want to run the chart.
  4. Tap any items in the graph to open the Transaction Report page. For example, Sales.business snapshot.2.png
  5. From there, you’ll see the date when you received the payment.business snapshot.1.png
  6. You can also use the Customize feature to tailor the data on the statement.

Once done, change the accounting method to accrual and run the same report. I recommend following the steps I provided above.


For additional resources, I'm adding links that contain a list of reports available in each QBO version.
Aside from that, you'll find instructions on how to keep the current customization settings of your statement.

 

If you’re using the Advanced version for QBO, here’s a guide that can help make custom charts: Create charts to see your business performance.


If you need further assistance performing any of these steps, post a comment below. I’ll be glad to lend a helping hand. Wishing you and your business continued success.

Rasa-LilaM
QuickBooks Team

I am looking for a chart that can show me when we receive a payment. kinda like the sales chart but for payments

Hi there, matt-smbymartin- .


Have you tried running the Business Snapshot to see when you receive a payment? I'm here to make sure this is taken care of for you. 

 

If you have any clarifications about the process, don’t hesitate to let me know. I’ll jump right back in to answer them for you.

Need to get in touch?

Contact us