Investor · Cedar Park, TX · Member since 2015 · 5 posts · 0 votes
I have all the books in QBO Plus and am able to show Profit and Loss as well as Balance Sheet, by Property (I'm using Locations which can be displayed as Properties). That all works great. But I don't see a way to show profit as a % of equity, cash flow as a % of equity, etc. It seems the reports can only show profit as a % of revenue or compared to other months/years. Anyone succeeded in doing this?
I know I can export numbers to Excel or key it into Calculator, but I'm not paying Intuit just to crunch the numbers myself each time...
As @Soh Tanaka wrote, QBO is an accounting software. The purpose behind QBO is to help you organize your financials. What you do with that organized information (e.g. investment analysis) is outside the scope of what QBO is meant to do.
If you are handy with Excel or Google Sheets, you can create a sheet that can take the raw data from QBO and instantly analyze the numbers. I prefer it since you can tailor your analysis.
Disclaimer: While I’m an attorney licensed to practice in PA, I’m not your attorney. What I wrote above does not create an attorney/client relationship between us. I wrote the above for informational purposes. Do not rely on it for legal advice. Always consult with your attorney before you rely on the above information.