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June 17, 2023
Question

How do you find outstanding amounts compared to sales with a graph with my cell phone app?

  • June 17, 2023
  • 1 reply
  • 0 views
Graph?

1 reply

June 17, 2023

Hi there, pjplumbinga. I'd be delighted to help you.

 

The QuickBooks Online (QBO) mobile version only offers basic reports. Let's access your account via a web browser to view the Business Snapshots report. There, you can compare your data. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Type in Business Snapshot, then click it.
  3. Customize the date of the report.
  4. From there, you can compare the data.

 

However, the option to compare outstanding amounts and sales using a graph is unavailable in QBO. I recommend sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. I'll show you how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

     

You can also track feature requests through the Customer Feedback website.

 

Also, you can run reports and export them to Excel so that you'll be able to compare your outstanding amounts and sales.

 

Additionally, I've added these articles that'll help you personalise your reports to get the most out of your financial data: Customise Reports in QuickBooks Online.

 

Please let us know if you need additional help managing your reports. We're always here to help you out. Keep safe!