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August 21, 2023
Question

Sales Graph report

  • August 21, 2023
  • 1 reply
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I would like to have a Sales Graph report. In QB Desktop this was available and I found it very useful. Also there seems to be no where to put in an Order Number in the invoice form, and it seems you cannot have more than one email address or delivery address. Another disimprovement from QB Desktop. I wonder if anyone else feels that QB Online is an inferior product to QB Desktop?

1 reply

August 21, 2023

I can share some insights to see your sales report data by using a graph, how to enter multiple emails on the delivery address, and put an order number on the invoice form, Katie.

 

I understand how much you want to see your company's visual sales data via the Sales Graph report in QuickBooks Online (QBO). In QBO, you'll want to switch to the Accountant view to see the Sales Graph from the Dashboard's Business Overview tab. There might be a big difference between QuickBooks Desktop's (QBDT) and QBO Sales Graph, yet it can still reflect your sales data visually. Then click it to show the Sales report data.

 

Here's how you can show the Sales Graph:

  1. Click the Gear icon and then select Switch to Accountant view.
  2. From the Dashboard menu, go to the Business Overview tab.
  3. See the Sales Graph as a line chart presentation of the Sales frame.
  4. Then click the Sales frame to see the Sales by Customer Detail report.

 

Then to enter multiple email addresses or delivery addresses on a sales form, you can click the CC/BCC on the sales form. However, this is only available in the following QBO versions: US, CA, UK, and AU. Please reference this article for more info: Email a sales form or report to multiple addresses. In your case, I suggest submitting feedback to let our Product Developers know, how crucial it is to include multiple email or delivery addresses:

 

  1. Click the Gear icon and then select Feedback under Profile.
  2. Enter your product suggestion about sending invoices to multiple email addresses.
  3. Hit Next to submit.

 

To add the Order Number on the invoice form, I suggest adding a custom field to label it Order Number to let you enter the details in the field by hand. Here's how it works:

 

  1. Click the Gear icon and then select All lists.
  2. Choose Custom fields.
  3. Hit Add custom field.
  4. From the Name box, enter Order Number.
  5. Check the All Sales forms box and (Optional) switch on Print on form.
  6. Hit Save.

 

On the other hand, I recognize your interest in the differences between the two products. Please know that QBDT and QBO are different software that our Product Developers built distinctly. But they also have similarities to depend on, like saving accounting transactions. You can find more ways of how they are similar and different by looking through this link: Compare QuickBooks Online to Desktop. In addition, you can still submit feedback about QBO to ensure our Product Developers can boost your experience soon.

 

Furthermore, I include this article for more ways to personalise customer invoices: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you other QuickBooks concerns. I'm always here to help manage your invoices, reports, and with QBO navigation. Take care.