When you filter data in reports, QuickBooks excludes specific amounts from the report. Note: Hiding is not the same as filtering. Set the first condition: Click the first. For example, if you create a Smart Group to organize contacts who live in San Francisco, you can name it SF. In the Contacts app on your Mac, choose File > New Smart Group. If you want to re-display what you’ve hidden, you can recreate the graph. Smart Groups can include contacts from any account. To hide a graph bar or slice, hold down the Shift key, and then click the mouse button. Shows a breakdown of your data by sales representative.Īt times, you may want to hide the largest pie slice or bar so that you can see the other portions of a graph more clearly. Shows a breakdown of your data by item sold. In pie charts, shows a breakdown of the items that make up a slice labeled “Other.” (Only available if you have more than ten data groups to graph.) Shows a breakdown of your data by customer. Income and expense graphs, sales graphs, budget vs. For example, you could create separate groups for each project you are working on, or add separate groups for photos and text documents. Each group has a title so that you can organize your files any way you like. You can freely move groups of files around on your desktop and add or remove files via drag & drop. Keep related files in groups.The app lets you create groups of related files on your desktop. Shows a breakdown of your data by income or expense account. Desktop Groups keeps the chaos off of your desktop. If you don’t see this dropdown, select Customize to open the customize panel.ĭepending on the graph, there are different ways you can group your data. To change the data grouping on a graph, select the Bar Graph ▼ dropdown menu.
You can run graphs for your sales, company and financials, payables, or budgets. In QuickBooks for Mac, there are several types of graphs that you can create and customize according to your reporting needs. Graphs help you track your business performance in a more visual way.
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Learn how to create and customize graphs in QuickBooks Desktop for Mac.
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