Top 50 Custom QuickBooks Charts
Discover the top 50 custom QuickBooks charts. Track your metrics better with Alluxo, the #1 QuickBooks charting solution.
Income Statement Charts
Create income statement charts from QuickBooks. Track revenue, COGS, expenses, and more.
Balance Sheet Charts
Create balance sheet charts from QuickBooks. Track AR, AP, cash balance, and more.
Cash Flow Charts
Create cash flow charts from QuickBooks. Track all of your cash inflows and outflows.
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Custom QuickBooks Charts – Overview
Millions of businesses around the world trust QuickBooks for their accounting needs. With Alluxo, you can build powerful custom charts from your existing QuickBooks data.
We have created a web-based platform that combines all of the features you need to visualize your data. Importantly, our platform has a pre-built QuickBooks connector.
Our QuickBooks connector saves you time and money – you can forget about writing code or manually exporting CSVs! We let you stop creating manual charts once and for all.
Alluxo empowers you to analyze your income statement, balance sheet, cash flow statement, and financial ratios. We also offer onboarding services and 1-on-1 consultations for those looking to have a deeper conversation about their financials.
To get started, sign up here or review the top 50 custom QuickBooks charts below!
Table of Contents
Custom QuickBooks Charts – Income Statement
1. QuickBooks Chart: Total Revenue
Total Revenue is a great overview chart and is a good metric for management, finance, sales, and marketing. This chart is usually displayed as the most recent 12 monthly periods.
2. QuickBooks Chart: Revenue by Category
Revenue by Category provides a helpful breakdown for companies with 2 or more products. For example, segementing between services and software revenue for a tech company.
3. QuickBooks Chart: Revenue by Region
Revenue by Region helps understand where your success is coming from. We recommend keeping regions to 5 or fewer so the chart does not become disorganized.
4. QuickBooks Chart: Revenue and Cost of Goods Sold (COGS)
Revenue and COGS provides a clear comparison between what you're selling (Revenue) and how profitable the sales are (COGS).
5. QuickBooks Chart: Gross Profit
Gross Profit is Revenue minus COGS. Gross Profit provides a quick reference point for how your company is doing, Gross Profit should be flat or trending upwards.
6. QuickBooks Chart: Sales & Marketing Costs
Sales & Marketing (S&M) is a common category of all sales, marketing, and related expenses. We recommend using a bar graph for the last 12 months.
7. QuickBooks Chart: General & Administrative Costs
General & Administrative (G&A) is a common category of all general, administrative, and miscellaneous expenses. We recommend using a bar graph for the last 12 months.
8. QuickBooks Chart: Research & Development Costs
Research & Development (R&D) is a common category of all research and engineering expenses. We recommend using a bar graph for the last 12 months.
9. QuickBooks Chart: Earnings Before Interest, Tax, Depreciation, and Amortization (EBITDA)
EBITDA is a common financial metric used to evaluate a company's cash flow. EBITDA shows how profitable the core business, making it a valuable metric for management.
10. QuickBooks Chart: Earnings Before Interest and Tax (EBIT)
EBIT is a proxy for operating income. Note that EBIT includes depreciation and amortization, which can dramatically change period over period for inventory-heavy businesses.
11. QuickBooks Chart: Net Operating Income (NOI)
Net Operating Income refers to the amount of income left after all of the ordinary operating activities are accounted for.
12. QuickBooks Chart: Net Income (NI)
Net Income refers to the amount of income (profit) for an accounting period. Net Income includes interest expense, other income, and other expenses.
Custom QuickBooks Charts – Balance Sheet
13. QuickBooks Chart: Current Assets
Current Assets is an asset account that includes cash and other assets that are expected to be converted to cash within one year.
14. QuickBooks Chart: Cash Balance
Cash Balance is the sum of all business bank account balances. Cash Balance is a subaccount under Current Assets on the Balance Sheet.
15. QuickBooks Chart: Inventory Balance
Inventory is the sum of cost of all goods held in stock. Inventory will be sold at a later date, and is a subaccount under Current Assets.
16. QuickBooks Chart: Accounts Receivable (AR)
Accounts Receivable, abbreviated AR, is money owned to your company. You can think of AR as invoices that will become cash. AR is a subaccount under Current Assets.
17. QuickBooks Chart: Prepaid Expenses
Prepaid Expenses refers to future expenses that have already been paid for. A prepaid expense is an asset because its benefit has not been realized yet.
18. QuickBooks Chart: Property, Plant & Equipment (PP&E)
Property, Plant & Equipment (PP&E) is a long-term asset that refers to the tangible assets that a business has. For example, a warehouse or a piece of machinery would be considered PP&E.
19. QuickBooks Chart: Goodwill
Goodwill is an intangible asset based on the value of a company's brand, customers, or other relations. Patents and proprietary technology may also be counted towards goodwill.
20. QuickBooks Chart: Total Assets
Total Assets is the sum of all asset accounts on the company's balance sheet. Total Assets should equal Total Liabilities & Shareholder's Equity.
21. QuickBooks Chart: Current Liabilities
Current Liabilities is a liability account that includes debts and liabilities that are due within one year.
22. QuickBooks Chart: Credit Cards
Credit cards is a liability account equal to the sum of all credit card balances carried by the company.
23. QuickBooks Chart: Accounts Payable (AP)
Accounts Payable, often abbreviated AP, is a liability account that represents a company's obligation to off short-term debts or invoices.
24. QuickBooks Chart: Accrued Expenses
Accrued Expenses is a liability account that represents a fee that has been incurred but not yet paid. Accrued Expenses are recognized in the accounting period in which they occur, not the period when they will be paid.
25. QuickBooks Chart: Unearned Revenue
Unearned Revenue is a liability account that shows the amount of sales received in advanced of providing the good or service. This often occurs when the fulfillment process is long or complicated.
26. QuickBooks Chart: Long-term Debt
Long-term Debt is a liability account refers to any debt that the company occurs that has a maturity of 12 months or longer.
27. QuickBooks Chart: Other Long-term Liabilities
Other Long-term Liabilities is a liability account that has obligations, other than debt, that maturity in 12 months or longer. Examples include pension liabilities, capital leases, and deferred tax liabilities.
28. QuickBooks Chart: Total Liabilities
Total Liabilities is the sum of all liability accounts. Total Liabilities is one portion of what makes the balance sheet actually tie out and balance.
29. QuickBooks Chart: Retained Earnings (RE)
Retained Earnings (RE) is equal to the amount of Net Income (NI) left in an accounting period. Retained Earnings (RE) is what connects the Income Statement to the Balance Sheet.
30. QuickBooks Chart: Common Stock
Common Stock, and other forms of stock, are show the value of the shareholder's stake in the company.
31. QuickBooks Chart: Total Shareholder's Equity
Total Shareholder's Equity refers to owner's claim of what is left in the company after all liabilities are accounted for.
32. QuickBooks Chart: Total Liabilities & Equity
Total Liabilities & Equity refers to the total value of liabilities and shareholder's equity. Total Liabilities & Equity should equal Total Assets, so the Balance Sheet can indeed balance.
Custom QuickBooks Charts – Cash Flow Statement
33. QuickBooks Chart: Cash Flow from Operations (CFO)
Cash Flow from Operations (CFO) showcases a company's ability to generate cash flow from its normal course of business. CFO is calculated as Net Income + Noncash Expenses + Change in Working Capital.
34. QuickBooks Chart: Cash Flow from Investing (CFI)
Cash Flow from Investing (CFI) refers to the aggregate change in cash flow from investments, such as Plant, Property & Equipment (PP&E) and Capital Expenditure (Capex).
35. QuickBooks Chart: Cash Flow from Financing (CFF)
Cash Flow from Financing (CFF) relates to how a company finances its operations. Activities such as debt, equity, and dividend payments are accounted for in CFF.
36. QuickBooks Chart: Starting Cash Balance
Starting Cash Balance refers to the total cash on hand available at the beginning of the accounting period. For example, the sum of all bank accounts at the beginning of the month.
37. QuickBooks Chart: Ending Cash Balance
Ending Cash Balance refers to the total cash on hand available at the end of the accounting period. For example, the sum of all bank accounts at the end of the month.
38. QuickBooks Chart: Net Change in Cash
Net Change in Cash is the delta between how much cash a business started with and how much cash a business ended with. Net Change can be positive or negative, depending on the cash inflows and outflows for the period.
Custom QuickBooks Charts – Financial Ratios
39. QuickBooks Chart: Revenue Growth
Revenue Growth is a vital metric for management, sales, and marketing. Revenue growth should be expressed as a percent over the last 12 periods.
40. QuickBooks Chart: Gross Margin
Gross Margin is Gross Profit divided by Total Revenue. Gross Margin is a good reference point for management and finance teams.
41. QuickBooks Chart: EBITDA Margin
EBITDA Margin is simply EBITDA divided by Total Revenue. EBITDA Margin should flat or trending upwards over time.
42. QuickBooks Chart: EBIT Margin
EBIT Margin is EBIT divided by Total Revenue. EBIT Margin is a summary metric that provides value without digging into detail, making it great for management dashboards.
43. QuickBooks Chart: Net Operating Margin
Net Operating Margin is Net Operating Income divided by Total Revenue. This ratio will show profitability in your ordinary course of business, without one-time revenues or expenses.
44. QuickBooks Chart: Profit Margin
Profit Margin is defined as Net Income divided by Total Revenue. This ratio is also called "Net Margin". Profit Margin is a vital metric for management and finance leaders to track.
45. QuickBooks Chart: Current Ratio
Current Ratio is the amount of Current Assets divided by Current Liabilities. It is a measure of your company's ability to meet its short-term obligations to creditors.
46. QuickBooks Chart: Working Capital Ratio
Working Capital Ratio is another name for the Current Ratio (Current Assets / Current Liabilities).
47. QuickBooks Chart: Quick Ratio
Quick Ratio is the sum of Cash, Cash Equivalents, and Accounts Receivable (AR) all divided by Current Liabilities. This is an even stricter version of the Current Ratio.
48. QuickBooks Chart: Debt-to-Equity Ratio
Debt-to-Equity Ratio, also called D/E Ratio, is the amount of liabilities divided by Shareholder's Equity. The formula is: Total Liabilities / Total Shareholder's Equity.
49. QuickBooks Chart: Return on Equity (ROE)
Return on Equity (ROE) is a common of financial performance. ROE is calculated as Net Income divided by Average Shareholder's Equity over the period.
50. QuickBooks Chart: Return on Assets (ROA)
Return on Assets (ROA) shows the ability for a company to be profitable given its assets. ROA is calculated as Net Income divided by Total Assets.
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