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Mark Armistead-
April 12, 2022
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Net Worth Graph

  • April 12, 2022
  • 1 reply
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In QBD we have the net worth graph. Is there a way to generate the same report in QBO? I know it's not a hugely essential graph but I like to keep a track of the ups and down over the years.

    Best answer by ChristieAnn 11

    Hi there, Tyketags.

     

    Welcome back to the QuickBooks Community.

    There is some graph options in the QuickBooks but not a net worth option. You can run and customize the Business Snapshot report to show the income and expenses associated with a specific date. You can export reports from Quickbooks to Excel and create graphs through Excel.

     

    Here's how:

     

    1. Choose the Reports menu on the left panel.
    2. Select Business Snapshot on the search bar.
    3. Go to the My Income and My Expenses section and choose the date range drop-down list.
    4. Filter the other necessary field.

     

     

    You can open this article to view further details on how you can customise reports and focus on the details that matter the most: Customise reports in QuickBooks Online.

     

    Lastly, you may refer to this article to see steps on how to print, email, and export reports in QBO: Run reports in QuickBooks Online.

     

    If there’s anything else I can help you with running reports, leave me a comment. I’ll be right here with you.

    1 reply

    C
    ChristieAnn 11Answer
    April 12, 2022

    Hi there, Tyketags.

     

    Welcome back to the QuickBooks Community.

    There is some graph options in the QuickBooks but not a net worth option. You can run and customize the Business Snapshot report to show the income and expenses associated with a specific date. You can export reports from Quickbooks to Excel and create graphs through Excel.

     

    Here's how:

     

    1. Choose the Reports menu on the left panel.
    2. Select Business Snapshot on the search bar.
    3. Go to the My Income and My Expenses section and choose the date range drop-down list.
    4. Filter the other necessary field.

     

     

    You can open this article to view further details on how you can customise reports and focus on the details that matter the most: Customise reports in QuickBooks Online.

     

    Lastly, you may refer to this article to see steps on how to print, email, and export reports in QBO: Run reports in QuickBooks Online.

     

    If there’s anything else I can help you with running reports, leave me a comment. I’ll be right here with you.

    M
    Mark Armistead-Author
    April 13, 2022

    Thanks for the reply, but showing sales against expense isn’t net worth is it lol.

     

    oh well, another missing feature from QBO

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