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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Pabz_L
QuickBooks Team

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Hello there, @userterri-rich.

 

 You can still create a Pie chart in QuickBooks Online Advanced. To do that, you’ll have to create a custom chart to track what matters most to your business. 

 

Here’s how

 

  1. Select +Add new chart and the metric you want this chart to track. Then, click Continue.
  2. Give your chart a name.
  3. Select the type of charts, such as Trend lineVertical bar, or Pie chart. These options vary based on the metric.
  4. In the Time period dropdown, select the period you want to track.
  5. Select the category you want to group for your data in the Group by dropdown. 
  6. If you want to see only data from a specific category, select it in the Filter by dropdown. Then use the Select from multiple to narrow it to items in that category.
  7. To compare the results over different periods, select Compare. Then select Previous period or Previous year same period. For some charts, you can also compare against a budget or goal.
  8. When you're done, select Add to Dashboard.

 

 Please know that you need to be an admin user to use this feature.

 

You can use this article to know more about the custom chart and how to edit or delete a chart: Create charts to see your business performance.

 

Keep in touch with me on how this goes. Just leave a comment below and I'll get back to you. Have a good day!

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