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E
Emancipare
February 4, 2025
Question

Sales Report Chart All Dates?

  • February 4, 2025
  • 1 reply
  • 0 views

On the home dashboard, I see a rolling 12-month line graph of sales. I'd like to see that in 24 months, or better 36 months or all dates, just to see the flow of revenue throughout the months that's normal for my business. I've been trying to get this to happen for a few hours, can't find it. Any help? Quickbooks Online Simple Start.

1 reply

A
AnneMariee
February 4, 2025

Having an extended view of your sales data is crucial in analyzing your business's performance over a longer period, Emancipare. Let me help you forward this feature request and ensure your voice is heard.

 

Currently, the QuickBooks Online Simple Start home dashboard provides a rolling 12-month line graph of sales. However, extending the view to 24, 26, or longer is unavailable in all subscription plans. That said, I encourage you to submit feedback to our product development team to help enhance QuickBooks and better cater to your business needs. Your suggestions are vital for us to understand our customers' needs and improve our services.

 

Here's how to do it:

 

  1. Click the Gear icon in the upper right corner.
  2. Select Feedback.
  3. Enter your suggestion to extend the sales chart period to 24, 26, or an option for all dates.
  4. Click Next to submit.

 

While this feature isn't directly available on the dashboard, you can customize a sales report to view your data over a longer period as a workaround. Here's how to do this:

 

  1. On the left navigation panel, go to Reports.
  2. Search for the Sales by Customer Summary report or the Sales by Product/Service Summary report.
  3. Customize the date range to cover the past 24 or 26 months or all dates.
  4. Click Run Report.

 

Then, you can export the report to Excel for further analysis and visualization. You can create a line graph or other charts in Excel based on your needs.

 

For a detailed guide on customizing and exporting reports, here are some articles to help you out:

 

 

Additionally, consider bookmarking this guide on saving a report's customization settings to help you save time in the future: Save a customized report in QuickBooks Online.

 

Your dedication to understanding and optimizing your business performance is admirable, and we're here to support you every step of the way. Please feel free to reach out if you have any questions or need further assistance. We're here to help you get the most out of our QuickBooks Online.

E
EmancipareAuthor
February 4, 2025

Yeah, no thanks. It's ridiculous a basic feature isn't available in a paid plan which is already overly expensive for the value. I'd rather spend my time looking at alternatives for my accounting rather than waste it begging for basic features that you've already decided to take away.

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