QuickBooks Online Advanced has some new features that will help accountants easily create reports using Flexi widget. Flexi widgets can be used in the custom report builder to create trend lines or bar graphs, and you can toggle between table view and chart view.
Using Flexi widgets in QuickBooks Online Advanced will help findings come to life in an easy-to-read report.
How to Use the Flexi Widget in QuickBooks Online Advanced
To use the Flexi widget, simply select the field you want to visualize and then choose the “Chart” option from the “Visualize” drop-down menu. You can then select the type of chart you want to create.
For example, you can create a line chart to show how a particular metric has changed over time. Or, you can create a bar chart to compare different data points side-by-side.
Once you have selected the type of chart you want to create, QuickBooks Online Advanced will automatically generate a visual representation of your data. You can then toggle between the “Chart” and “Table” views to see your data in different ways.
The Benefits of Using Flexi Widgets in QuickBooks Online Advanced
Flexi widgets are a great way to make your data more digestible. When you are reviewing a report, it often is helpful to see a visual representation of the data so that you can quickly identify trends or patterns.
The Flexi widget makes it easy to do just that. Plus, with the ability to toggle between chart and table views, you have even more flexibility when reviewing your data.
If you’re using QuickBooks Online Advanced, next time you’re reviewing a report, be sure to take advantage of this new feature!
Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.
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