Hi Trevor,
Thanks for joining us here. It's important to present your business information in a way that's easy for you to analyze. In addition to what my colleague Addie shared above, QuickBooks Online also enables you to view and customize graphs as chart bars or trend lines. You can do so for data such as.
- Revenue
- Expenses
- Gross profit
- Net profit
- Accounts receivable
- Accounts payable
- COGS
- Current ratio
- Quick ratio
To do so, here's how to proceed.
- Go to the Reports menu and choose the Performance centre tab (this will display several graphs representing your business health).
- Click on +Add new chart to generate a new graph.
- Choose a category then Continue.
- Select between Vertical bars or Trend line.
- Customize the Time period and Name as necessary.
- Select Add to Dashboard.
And there you have it! If you'd benefit from additional options in managing reports in the program, feel free to submit feedback directly to our engineers using the steps shared in the initial response to this thread. Your comments are crucial in driving innovation to offer the best QuickBooks experience we can.
Have a great day!
