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sawinkles1262
November 30, 2023
Question

Over Under Graphs

  • November 30, 2023
  • 1 reply
  • 0 views

Hello!

 

We utilize plenty of budgets for expenses and goals for revenue for our company. I have entered these into the Budgets module in Quickbooks and I am able to pull a Budgets vs Actuals report with the data I need, but was curious if there is a way to create a Dashboard of sorts from this data. Our ownership loves visuals and we would want this data to automatically create graphs, dials, or charts that show locations being over or under goals/budgets. I am great with Excel and can export the report monthly to build these out, but are there any other options to automate this further? Other apps that integrate and automatically update? I have attached a photo of something similar to what we are looking for.

1 reply

A
AbegailS_
November 30, 2023

Hello there, sawinkles1262. Thank you for providing the screenshot. I'm glad to hear that you're using the Budgets module in QuickBooks to track your company's expenses and revenue goals. I understand that you want visual reports, and I'm here to help you with information and options to achieve that. 

 

To create a dashboard that visually represents your budget versus actual data, you can send feedback to us. Your input is valuable, and we aim to enhance QuickBooks based on your suggestions. You can directly send your feedback to our product engineers, and they will consider your suggestions and work on them to include them in future product updates.

 

Here's how to send feedback:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit.

 

Our Product Development team will use your feedback to improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Although our current feature allows scheduling reports to be emailed, we understand that you may have more specific requirements for exporting reports. I recommend exploring third-party apps that integrate with our platform to provide additional functionalities for scheduling and exporting reports. 

 

These apps can offer more advanced options tailored to your needs. Several third-party applications can be integrated with QuickBooks Online to help you automate your workflows. You can go to your Apps menu or use this link to see the details of the apps: QuickBooks App Store.

 

 For future reference, have these articles to help manage your transition reports:

 

 

Rest assured, we are committed to your success and are here to ensure you can accomplish your tasks. If you need further assistance in accessing reports in QuickBooks Online, please feel free to leave a comment below. 

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