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May 30, 2024

Yes, you can choose a custom date for Graphs & Charts in QuickBooks Online Advanced, Saad. I'll explain the details about it to guide you.

 

In the Advanced version of QuickBooks, the ability to select the dates for your graphical representations is available. To achieve this, create a new diagram and pick the period you want. I'll write down the steps for your reference:

 

  1. Go to the Reports menu and select the Performance Center tab.
  2. Click the + Add new chart.
  3. Choose the type of data you want to track, then hit Continue.
  4. Enter the illustration's name and the type of preview to present your data with.
  5. In the Time Period dropdown, scroll to the bottom to find the Select Custom Date option and set the desired Start and End Date.
  6. Make the necessary filters and modifications, if possible, then press Add to Dashboard once done.
     

 

You can read more about this feature from this article: Create charts to see your business performance. It includes details on how to edit those visual references easily.

 

On top of that, this resource can help you modify your reports and save their current customization settings for future use: Memorize Reports in QuickBooks Online.

 

By following the process above, you'll be able to have graphics of your reports within the preferred timeframe. Ping me a reply if you have any further questions about the reports. I'm here to help!