| Make some basic decisions up front about how your reports and graphs should appear and you won't have to think about these choices every time you open a report. Each QuickBooks user at your company can set personal report preferences. Company-wide preferences, such as text formatting and the way numbers appear, affect reports accessible by all users. Set Personal Reports and Graphs Preferences - Select Preferences from the Edit menu.
- Click the Reports & Graphs icon.
- Click the My Preferences tab.
- Check here if you always want the customizing options to appear when you view reports.
- Select a refresh option to indicate whether you want a report to update automatically when you make a change.
- Check Draw Graphs in 2D (faster) if you like your graphs in two-dimensional style instead of the default three-dimensional.
- Check Use Patterns to produce graphs in shades of black, gray, and white instead of full color. This is the best choice if you plan to print graphs on a black-and-white printer.
- Click OK, or see the next task to set additional preferences.
Set Company-Wide Reports and Graphs Preferences - If the Preferences window is not already open, select Preferences from the Edit menu.
- Click the Reports & Graphs icon.
- Click the Company Preferences tab.
- Select whether to present reports on a cash basis or an accrual basis.
- Select whether you prefer aging reports such as the Accounts Receivable Aging Report aged from the invoice due date or the transaction date.
- Indicate how you want account names and descriptions displayed on reports.
- Click Classify Cash to select which accounts you want to include in your Statement of Cash Flows.
- Click Format to make format choices for your report.
- Check off each item that should normally appear on your reports.
- Enter your company name the way you want it to appear on reports.
- Click the arrow to select from several date styles.
- Click the arrow to select from several page styles.
- Click the Fonts & Numbers tab to set preferences for font style and number presentation on your reports.
- Click a report element.
- Click Change Font to change the font selection for the selected title.
- Select a preference for displaying negative numbers.
- Check Divided by 1000 to show report amounts divided by 1,000.
- Check Except Zero Amounts to omit zero amounts from reports.
- Check Without Cents to display amounts without cents.
- Click OK to close all preference windows.
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