QuickBooks Team

Manage your account

Hi Corvid-Photography,

 

You can review this information in a graph/chart on a broad level on your Dashboard. On the Dashboard there are a few shortcuts to preview the following:

  • Last month's Profit and Loss. Know what you're making and spending (if you connected your bank accounts). The Net profit total is based on money deposited and added for the last month, minus the last 30 days of expenses.
  • Review and accept bank transactions.
  • Last 30 days of expenses by category.
  • How many invoices are open, and which ones are overdue.
  • Your latest account balances.
  • Add new customers.

However, we do not offer any other visual reporting tools. You can certainly export any report in the Reports tab and then generate that in Excel. 

 

Reply here with any questions. 

 

-Christine