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August 16, 2022
Question

Are there any Graphs in QuickBooks Online like they used to have in QuickBooks version 7. Net Worth and Income and Expenses. Could drill down on any item.

  • August 16, 2022
  • 1 reply
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1 reply

August 16, 2022

Hello docca61-gmail-co,

 

Currently, QuickBooks Online has limited reports showing graphs/charts reporting for income and expenses. You can check the report Business Overview and Business Snapshot or use the Dashboard field to check the graphs for your income and expenses in QuickBooks Online. Here's how to check them:

 

  1. Click on the Reports tab.
  2. On the search field type in Business Overview or Business Snapshot.
  3. You can change the filter of the date if needed.
  4. Repeat the steps for another report.

From the Dashboard, you can view your income and expenses graphs too. You can have the option to export your reports to excel and create a graph or chart report from there as a work around.

 

Feel free to post again in the Community if you have more questions. I'll be around to help!