Solved
Net Worth Graph
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.
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:
- Choose the Reports menu on the left panel.
- Select Business Snapshot on the search bar.
- Go to the My Income and My Expenses section and choose the date range drop-down list.
- 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.