Thanks for checking in with us, Tracy95.
We can create a pie chart in QuickBooks Online (QBO) Advanced through the Performance center page from the Reports menu. However, this option is only available for Accounts receivable and Accounts payable tracking metrics. Here's an article you can refer to for more details on creating charts to see your business performance. From there you can create custom charts, choose the metric and the specific data. The chart will include, products, services, and locations. Here's how:
- Go to Reports on the left side menu.
- Choose Performance center.
- Tap +Add new chart and the metric you want this chart to track. Then, click Continue.
- Give your chart a name.
- Select the type of charts, such as Trend line, Vertical bar, or Pie chart. These options vary based on the metric.
- In the Time period dropdown, choose the period you want to track.
- Select the category you want to group for your data in the Group by dropdown.
- If you want to see only data from a specific category, hit it in the Filter by dropdown. Then use the Select from multiple to narrow it to items in that category.
- To compare the results over different periods, hit Compare. Then select the Previous period or Previous year same period option. For some charts, you can also compare against a budget or goal.
- Press Add to Dashboard.
Feel free to visit our Reports page for more insights about managing your business reports.
If you need to take care of other things in QuickBooks, I'm with you every step of the way. Just leave a comment below and I'll get back to you. Take care always.
