 QuickBooks Online 2023. Accounts Payable Graphs. Get ready to start moving on up with QuickBooks Online. We're going to be using the free QuickBooks Online Test Drive Searching in our Online Search Engine for QuickBooks Online Test. Support Accounting Instruction by clicking the link below giving you a free month membership to all of the content on our website broken out by category further broken out by course. Each course then organized in a logical reasonable fashion making it much more easy to find what you need than can be done on a YouTube page. We also include added resources such as Excel practice problems, PDF files and more like QuickBooks backup files when applicable. So once again, click the link below for a free month membership to our website and all the content on it. Drive selecting the option that has into it.com and the URL into it being the owner of QuickBooks. We're going to be picking the United States version of the software and then verify that we're not a robot. I'm a robot too! Zooming in a bit by holding down control up on the scroll wheel currently at the 125% zoom in. Noting that in the cog dropdown we're in the accountant view as opposed to the business view. We'll try to toggle back and forth between the two views so you can see where stuff is in both of them. Right click in the tab up top to duplicate it as we do every time. Right click in the tab up top again to duplicate it again. Tab to the middle reports on the left open up the major balance sheet report and then as that's thinking tab to the right reports on the left. Opening up the P to the L profit to the loss the income to the statement closing the hamburger otherwise known as the hand boogie. 010122 tab 1232 on the range to the change run it to refresh it. Tab it to the middle closing the boogie scrolling up changing the dates from 010122 tab 1232 tab run it to refresh it. That's the setup process that we do every time. We've been looking at reports noting that most of the reports give more information on one or multiple line items of an amount on the balance sheet and or income statement. And now we're exporting reports to excel to try to make pie charts and graphs from them which can give you some more tools that you can use. Useful tools not just when using QuickBooks but any kind of database program because oftentimes it can be useful to export things to excel and then go from there creating charts or whatever you want to do at that time. So we could make pie charts from our assets for example breaking out our assets by categories compared to the total making a pie chart for our liabilities and equity compared to the total. We could do a similar type of process on the income statement side of things. We could make a pie chart of our income broken out by customer. If we have the proper sub ledger we might do that in the future. We could also break out income by category what it is we sell goods services. We can break out our expenses by account if we want to make a pie chart for by account we can break out expenses by vendors and make a pie chart based on that. This time we're going to go back to the left and take a look at the accounts payable breaking out the accounts payable by vendor and make a quick chart based on that which should be fairly easy to do. So let's go to the tab to the right right click on it duplicated and then go and make another report down below that will be the accounts payable by vendor type of report. Close in the boogie holding control scrolling down a bit to 125%. I'm looking for who owes who you owe who you owe what you owe what you owe. So we want in the what you owe area to look at the vendor balance summary vendor balance summary. And there we've got a nice just small list perfect for making a pie chart out of quite easily done we could just export to this to excel make a pie chart from it. So let's do that. That'll be great. We're going to hit the button up top just export to excel. You do need Excel to open it in Excel. I'm going to open that up. I'm going to copy this report and put it in our other data report that has all of our reports thus far in it, which is that one. Just so we can see how we can put the pie chart in that in that same grouping and put them all on one PDF file. But you don't need to do that. You could just work in this Excel worksheet as well. I'm going to select the whole thing by just taking the triangle right click and copy that data all the data bringing it on over to the sheet. I want to put it on. I'm going to be at the tab to the right to hit the plus button, paste it in a one or select the entire sheet with the triangle or control a and paste it as normal renaming the sheet double clicking on it to do so. I'm just going to call this the AP data tab. We're going to make another tab which will have the actual graph on it and then we'll hide the data tab when we want to actually print the reports to a PDF getting a PDF with the reports and the nice graphs implemented within them. Holding down control scrolling up. So there we have it. I'm going to go to the to the view to the right and then back to the left so we can see where the page breaks are. I note that within these areas, the formatting is a little bit different aerial eight versus Calibri 11. I want to make it all Calibri 11 because that's what I'm used to. So I'm going to put my cursor over here. I'm going to select the paintbrush in the home tab and then just paintbrush the entire triangle worksheet. And then I'm going to format it the way we want to format it or I want to format it. So if you're following along, then this is the way we're going to do it. We're going to format the cells currency bracketed numbers for negatives. No dollar sign and I don't think I need the decimals either. Those aren't necessary. Get get out of here and then we'll say OK and then make a bolden. I like to embolden the whole thing home tab and bolden hopefully easier to see for everyone. I'll scroll in a bit more and then I'm just going to delete everything I don't need. I just want the raw data. Give it some raw data. I don't need this. I'm going to put my cursor on the number one, select down to five, one to five, right click, delete. And then I'm going to go from 10. I don't need that and scroll up to six. Don't need the total either. I'm just going to delete that. Now notice sometimes there's formulas in here, but because these are all numbers, there's a pretty much hard coded numbers. It still has an equal sign just to get rid of that equal sign. I could select all the data, copy it and then put my cursor back on the column and paste it one, two, three. So we have hard coded numbers. In other words, numbers without any formulas in them, just the number. And then I'm going to make this a little bit smaller. And then I need to filter it from top to bottom, highest to lowest. I could select this and go to the data to enter the filters and then filter Z to A. But I usually create a table from it. So I'm going to unfilter that way and then go to the insert and go to a table, insert a table. And then I'll add the total column. I'm in the table design, adding the total column. So there's the total. I can double check that the total still totals up to what's on QuickBooks. I'm going to get rid of this tab. I don't need that. And 1-6-0-2. So does that tie out? Yeah, because it's rounded to 0-3 because I took the pennies off. Looks good. Movie B to the end. So then if I make a pie chart based on this, I still might have... Right now I don't have too many rows. So it should be good. But if I had a lot of rows, I might need to delete some of the rows and then put some of the data into others. So for example, the next step would be drop down, sort it from Z to A, highest to lowest. And then if I wanted to combine some of these together in the bottom, because I had a lot of categories, which I don't. So it's not a problem. I can then say that adds up to the 2-91. And then for example, I could change this to 2-91. Then call this Other for these last two. Other. Other. And then delete this last bit. I'm just going to delete that. Right-click and delete. Boom. Okay, so what's the pie chart actually do? I'm going to make a skinny C column. Skinny C. You see I made a skinny C. And then I'm going to say this equals this number, 755 divided by the total. That's all the pie chart is doing. It's breaking out the percentage compared to the total. I'm just going to copy that down. Sum it up. And that'll be the 100 percentages. 100%. So all we have to do to make the pie chart then is just select our data. I don't need the headers. I don't need the total. I just want the raw stuff in the middle. Give me the stuff in the middle, just like I eat my hamburger right out of the bun. Then you throw the bun away. So we're going to take that and we're going to say, let's go to insert. And then we could go to the recommended charts. And there's a pie chart they have in there for the recommended. Or they had some nice graphs. Or we can just enter the pie chart thusly with the pie chart and pick a pie chart, pick a pie chart. And there it is. So now we can have a lot of flexibility for the colors of it. You can pick different pie charts and whatnot. That's the one we did last time. And you can change your template so I won't get into all the details for it. But you've got options. Options are there for you from this point. So then I'm going to do the same thing and insert a bar chart just for the heck of it. For the heck in the high water. Let's see what it recommends. Insert recommended charts. So we did this one last time. This one's pretty standard. Let's do this one. Let's do that one. So there we have a little bit different bar charts. Not too fancy, but it's not the vertical bar chart. So it's totally unique. And then of course we can change the colors and whatnot if we wanted to. Do whatever you want to do, whatever you want to do from there. So you can change the colors and everything. Anyways. So then I'm going to just take these items. I'm going to copy them into a new tab which will be my actual graph tab. And then I'll hide the data tab and we'll show how to print it out. So I'm going to call this tab double click on it. I'm going to call this AR graph. Boom. Hold on. This is AP graph. AP graph. And then back to the tab to the left. I'm just going to copy these two. I'm holding down control. Control C copy or right click and copy. And then bring that over to the AP. I'm just going to put that in a one. Boom. And then check out where the end of my pages so I can make it go out to there at least. But sometimes I might want to make this landscape because when people open it up in a PDF, it still orientates the verdict up, you know, orientated so you can read it. So so maybe I could just go let's make it landscape and the page layout landscape it. Wait, you have to be off the thing in order to do it. And then then you got a landscape, then you can landscape. Okay, so there it is. So then I can make this larger like so. And then I can bring this down and make it bigger too. Boom. And so now you've got your graph. So just to give an idea of that then if I wanted to print this out, I don't want my data tabs to show up data data. That's not how you spell it. Whatever. What were you thinking? I'm going to right click and just hide the data tabs. Just hide them. Don't delete them. Hide them. Right click and hide. Hide the data. And then I'm going to go to something other than one of the graph tabs over here. And then I go to my file and I can print all of this stuff on one P to the D to the F by going to, I want to print the entire workbook instead of one page. I'm going to use a PDF printer. This is the cute PDF printer. It's for free. So you can check it out. I'm not advertising for them. That's just the one I use as you can see. And then if I scroll down, then I can print all this stuff on one PDF. It's a little mess of a formatting because we've been playing with it, but you can see that the graphs then will show up without the data and you can add graphs, which could give you a little bit more oomph into your reporting and impress people so that they want to give you money. So I'm going to then unhide stuff by putting my cursor on this one and then holding down shift to this one. And then right click and unhide now. And then I'll unhide that one. And then I'll do it again. Shift and I'll unhide that one. And so that's the process for that one as well. So if I go back to my two quick books, I don't think we didn't do anything special in far as locations. So if I go to the cog dropdown, switch to the business view, then we've just been checking out the graphs and everybody knows where the graphs are at at this point. They're under the business overview under the business view and then in the reports in the reports section. That's the only place we've been when working at.