QuickBooks for Mac 2014 User’s Guide 210
Move the cursor over an item in a graph until the cursor changes into a magnifying glass ( ). Then double-
click to QuickZoom to more detailed information about that item. You can continue double-clicking in each
subsequent window to “drill down” to more detail.
• How do I change a report basis (accrual vs. cash) for all reports?
To change the report basis for all reports, choose QuickBooks > Preferences and choose Reporting. Select either
Accrual or Cash. (Exception: reports that list transactions individually always appear as accrual-basis reports
when you create them from the Reports menu. To change one of these reports to cash basis, click Options in the
Report window.)
• How do I save a report as a PDF file and email it?
You can save and email reports as PDF files, making it easy to share with your customers and vendors. Display
the report you want to save or email, and then choose File > Print Report and click the PDF button to save it as
PDF, or choose File > E-mail Report as PDF to email it as PDF.
Working with graphs
Graphs show data visually with pie charts and bar graphs. QuickBooks offers these graphs to help you visualize
your information:
• Company & Financials > Income & Expense Graph
• Company & Financials > Net Worth Graph
• Customers & Receivables > Accounts Receivable Graph
• Sales > Sales Graph
• Vendors & Payables > Accounts Payable Graph
• Budgets > Budget vs. Actual G
Note: Go to your Reports preferences to change how QuickBooks displays your graphs. (QuickBooks > Preferences)
Creating a graph
To create a graph:
• From the Reports menu, choose the report graph you want to create.
• You can also open the Report Center (Reports > Report Center) and open graphs from the report list on the left
side of the window.
Changing the data you see on the graph
You have a few options, once you create a graph:
• Change dates. When QuickBooks displays the graph, click the Dates button on the graph to change the dates
for the graph. You can enter dates or, in some cases, choose a predefined date range.
Tip: If you enter a date range much longer than a year, the graph may get too cluttered.
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