#quickbooks graphs

The Accounts Receivable Graph displays how much your customer owes you as of today, and how much they owe you for the next 30, 60, 90 and over 90 days. At the bottom, the pie chart will show you the breakdown of what your customers owe you for the current year. The legend on the right side of the pie graph shows the share that each customer shares in the pie. Creating an Accounts Receivable Graph 1. On the main menu, click Reports > Customers Receivables. 2. On the side menu, select Accounts Receivable Graph.

                   Figure 1: Creating an Accounts Receivable Graph

  Changing the Date Range for the Accounts Receivable report

1.  On the upper left hand corner of the A/R report, click on “Dates.”

2. Enter the date value that you want to start the aging bar graph.

Note, though, that even if you change the date range for the A/R report, the pie chart values will remain the same.

The income and expense graph answers the following questions: 1. How does my company’s income compare to expenses? 2. What are the largest sources of income and expenses? Going through your finances can be very hard especially when all that you’re seeing is numbers. In this case, the old adage that pictures are worth a thousand words can be very precise. With QuickBooks, you can easily create a graphical view of your income and expense given a specific date range. To access the income and expense graph, follow these steps: 1. Click on Reports > Company and Financial. 2. From the side menu, select Income and Expense Graph.

         Figure 1: Creating an Income and Expense Graph in QuickBooks

You will then see two graphs: a pie and a bar graph. The bar graph will show your business’ income against your expenses for a given time period. On the other hand, the pie chart will display the breakdown of your income or expenses for each account.

                   Figure 2: Income and Expense Graph in QuickBooks*

  You will also notice a magnifying glass appear when you hover your mouse over the graph. That means you can Quickzoom (or doubleclick) on the graph to view a more detailed graph of the entry/transaction that you selected.