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.

Custom QuickBooks chart showing Total Revenue


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.

Custom QuickBooks chart showing Revenue by Category


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.

Custom QuickBooks chart showing Revenue by Region


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).

Custom QuickBooks chart showing Revenue and Cost of Goods Sold (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.

Custom QuickBooks chart showing Gross Profit


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.

Custom QuickBooks chart showing Sales & Marketing Costs


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.

Custom QuickBooks chart showing General & Administrative Costs


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.

Custom QuickBooks chart showing Research & Development Costs


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.

Custom QuickBooks chart showing Earnings Before Interest, Tax, Depreciation, and Amortization


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.

Custom QuickBooks chart showing Earnings Before Interest and Tax


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.

Custom QuickBooks chart showing Net Operating Income


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 chart showing Net Income



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.

Custom QuickBooks chart showing Current Assets


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.

Custom QuickBooks chart showing Cash Balance


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.

Custom QuickBooks chart showing Inventory Balance


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.

Custom QuickBooks chart showing Accounts Receivable


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.

Custom QuickBooks chart showing Prepaid Expenses


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.

Custom QuickBooks chart showing PPE


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.

Custom QuickBooks chart showing 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.

Custom QuickBooks chart showing Total Assets


21. QuickBooks Chart: Current Liabilities

Current Liabilities is a liability account that includes debts and liabilities that are due within one year.

Custom QuickBooks chart showing Current Liabilities


22. QuickBooks Chart: Credit Cards

Credit cards is a liability account equal to the sum of all credit card balances carried by the company.

Custom QuickBooks chart showing Credit Cards


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.

Custom QuickBooks chart showing Accounts Payable


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.

Custom QuickBooks chart showing Accrued Expenses


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.

Custom QuickBooks chart showing Unearned Revenue


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.

Custom QuickBooks chart showing Long-term Debt


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.

Custom QuickBooks chart showing Other Long-term 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.

Custom QuickBooks chart showing Total Liabilities


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.

Custom QuickBooks chart showing Retained Earnings


30. QuickBooks Chart: Common Stock

Common Stock, and other forms of stock, are show the value of the shareholder's stake in the company.

Custom QuickBooks chart showing Common Stock


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.

Custom QuickBooks chart showing Total Shareholder's Equity


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 chart showing Total Liabilities and Equity



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.

Custom QuickBooks chart showing Cash Flow from Operations


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).

Custom QuickBooks chart showing Cash Flow from Investing


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.

Custom QuickBooks chart showing Cash Flow from Financing


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.

Custom QuickBooks chart showing Starting Cash Balance


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.

Custom QuickBooks chart showing Ending Cash Balance


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 chart showing Net Change in Cash



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.

Custom QuickBooks chart showing Revenue Growth


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.

Custom QuickBooks chart showing Gross Margin


41. QuickBooks Chart: EBITDA Margin

EBITDA Margin is simply EBITDA divided by Total Revenue. EBITDA Margin should flat or trending upwards over time.

Custom QuickBooks chart showing EBITDA Margin


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.

Custom QuickBooks chart showing EBIT Margin


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.

Custom QuickBooks chart showing Net Operating Margin


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.

Custom QuickBooks chart showing Profit Margin


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.

Custom QuickBooks chart showing Current Ratio


46. QuickBooks Chart: Working Capital Ratio

Working Capital Ratio is another name for the Current Ratio (Current Assets / Current Liabilities).

Custom QuickBooks chart showing Working Capital Ratio


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.

Custom QuickBooks chart showing Quick 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.

Custom QuickBooks chart showing Debt-to-Equity Ratio


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.

Custom QuickBooks chart showing Return on Equity


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.

Custom QuickBooks chart showing Return on Assets


Learn More

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