Skip to main content
February 21, 2023
Question

I want to graph sales by month, similar to the graph on "dashboard" but over several years

  • February 21, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 21, 2023

Hi, @tim155.

 

Right now, being able to graph sales months over several years in QuickBooks Online (QBO) is not an option. We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

In the meantime, you can run the Sales by Customer Detail report, customise the date, and export it to Excel. Then, create a graph from there.

 

To run and export the report, here's how:

 

  1. In the left menu, click Reports.
  2. Type in Sales by Customer Detail on the search bar.
  3. Set the date range and other necessary filters.
  4. Click Run report.
  5. Click the Export icon beside the print and gear icon.
  6. Choose Export to Excel.

 

For more tips on running and customising your reports, see these articles:

 

 

Please get in touch again if you need assistance with anything else while using QuickBooks. We're here to help.