Intuit, the makers of QuickBooks  Online (QBO) built the product and collect information in a way that will work for nearly every business and of course they provide reports to help you see and summarize your transactions.  Those reports, while useful, do not show everything many business want to see.  A quick search of the online store for QBO shows that other platforms have a been built like Flight and Qvinci but none of those let you customize the measures that matter to you.

​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.  

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 Online data