The makers of QuickBooks  built the product and collect information in a way that will work for nearly every business and of course they provide a great number of reports to help you see and summarize your transactions.  If analytics is "the discovery, interpretation, and communication of meaningful patterns in data..." (Wikipedia)  then what can we say Intuit does to help you see patterns?  A quick review would show that very little is available in any of the Intuit products to help find patterns on QuickBooks data.  This area is left to the customer to try and build tabular summaries in ways that might help them discover patterns.


What experience shows is that most people that are looking for patterns are more likely to find them with a visual tool.  Certainly over the years many users have exported QuickBooks information into Excel and started analysis from that point by perhaps moving thru data to generate charts or pivot charts/tables. Typically many iterations are  done. 


 In my page on QB Data Warehouse I talk about QQube which is awesome for being able to get simplified, routine access to the raw data to work thru those iterations and visualizations and that makes lots of tools a viable option. But what about QBO?  A solution we have worked with since about 2015  is a relatively new product from Microsoft  - Power BI.  It is a powerful platform for understanding your QBO (QuickBooks online) data without any  cost !   


I urge you to try this and if you need some help analyzing your data let us use our experience to help you get the information YOU need with Power BI.

Analytics  - Exploring QuickBooks data 

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