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Does QBO have a graphical view of the accounting flow like QB Desktop? I like that view in QBD, how do I find it in QBO?

Forum|Forum|4 years ago
August 23, 2021
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QuickBooks Online

Best answer by Catherine_B

Thanks for the clarification, Ricktexan1.

I can show you how you can view the workflow on QuickBooks Desktop home page.

QuickBooks Desktop and the Online version are different platforms and have different displays. In QuickBooks Desktop, we have the Home Page workflow and Insights window where you can see charts and graphs. If you accidentally closed all windows in your opened company file, you can click the Home option under the My Shortcuts panel. I attached screenshots as your reference.

For QuickBooks Online, we have the Get things done and Business overview display in the Dashboard. New QBO accounts have this display already. Our engineers are still rolling out this new workspace display to old accounts.

If you have any other questions of any section in QuickBooks, you can visit our Help articles page.

Know that the Community always got your back. Please don't hesitate to post your questions about QuickBooks features here anytime. Take care and keep safe!

Rustler

Not that I am aware of, sorry

RenjolynC

Good day, Ricktexan1.

I'd like to share a report.

In QuickBooks Online, we have a report called Business Snapshot. This will show you the charts and graphs of your income and expenses and how they've change over time.

Here are the steps:

Go to Reports on the left panel.
Under the Business overview, click the Business snapshot report.
Select the date and accounts you want to view.

I've got this sample screenshot for a visual reference:

You can also go to the Dashboard on the left menu and click the Business overview tab to see the graphical view of your accounting.

Here's a sample screenshot of what it looks like:

To check out the other reports included in your subscription and how you can customize them, you can check out these articles:

If you have additional questions about the steps above or you need help with other task, please do mention me in your reply below. I'll be right here to provide the details and steps. Have a good day ahead!

R

Ricktexan1Author

Thank you Renjolync for information on financial charts. What I am asking about is the overview of accounting flow that is the Home screen in QB Desktop. If you are not familiar with it I'll send you a screenshot. I have to do it from my other computer since I use Desktop for a different company than the one for whom I use QBO.

C

Catherine_BAnswer