Reports: FAQs
Try these tips and tricks to make using reports even easier.
How do I create reports and graphs based on your fiscal year?
Just tell QuickBooks which month your fiscal year starts in. Choose QuickBooks > Preferences, and then choose My Company. Select a month from the “First Month in Your Fiscal Year” list.
If you choose July, for example, a “year-to-date” report would report on transactions between July 1 and today.
How do I see the exact dollar amount in graphs?
Whenever the arrow cursor turns into a magnifying glass (
) in a graph window, you can see the exact value of the item below the magnifying glass by holding down the mouse button.

How do I fit a report on one page when I print it?
When you are ready to print a report you've created, click Print at the top of the form. If your report is too wide to print on one page, choose Options on the Print window and select “Shrink report to fit page width.”
How do I see the detail behind items?
Move the cursor over an item 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.
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