QuickBooks Online 2022 Sales by Customer graphs Get ready because it’s go time with QuickBooks Online 2022. Online in our browser searching for QuickBooks Online test drive. Going into the test drive, we’re going to be looking for the United States version of it here and verifying that we’re not a robot. sample company Craig’s design and landscaping services holding CTRL,
00:32
scroll up just a bit to get to that one to 5%. We’re also going to have the free 30 day trial version open just so we can take a look at the Business View comparing it to the accounting view, if you don’t have access to this, at this time, that’s okay, we’re just using it for a reference back to the sample company, we’re going to be opening up a few tabs, we can put some reports into right clicking on the tab up top to do so. And we’re going to duplicate that tab, back to the tab to the left,
00:58
right clicking again and duplicating again, as that is thinking, I’m going to jump back on over here to the free 30 day trial version just to see what the reports are located. They’re going to be in the business overview. And then they’re in the reports, if you were to change to the accounting view, you could do so by going to the Cobb drop down and go into the accounting view,
01:23
you would have a similar view to what we’re looking at in the sample file back to it, the sample file that is then we’re going to go to the reports here, which is in the accounting view reports. On the left hand side, we’re going to be looking first at let’s look at the profit and loss report. This time the P to the L report Scrolling back up top with the range change from a one a one to one to 1231 to one and run.
01:50
And then we’re going to close the hamburger go to the tab to the right. And now we’re going to open up another report that’s going to give us more detail on the sales information, breaking it out by customer going down to the reports on the left hand side and hold Let’s close up the hamburger scrolling down who owes you know sales and customers. So that’s what we want.
02:18
And we want to break out the sales, I want the Sales by Customer but just the summary because I want to use that data to make a graph out of it. Make a super cool graph graph thing. So let’s go up top and do the range change here from a 101 to one to 1231 to one and run it. So there we have it. Now this should break out our information on the income statement as we seen in a prior presentation.
02:46
And do so by customer as opposed to the income line item. I do note down here that it’s a little bit off the 10,000 to 80.05. It’s not quite matching up to the revenue line item which is 10,277. So we got to take that into consideration. And that could happen because we might have posted something to a revenue account that didn’t have a customer related to it or something like that, which we talked about in the prior presentation.
03:14
But when you make your graphs, you want to keep that in perspective, because of course someone might ask you, they might not be satisfied with just the colorful colors of the graph. And they might ask you, Hey, that thing doesn’t sound look like it ties out, you want to know what a ties out to on the financial statements, in other words, and we can also make an adjustment to it in our pie chart to make it you know,
03:33
tie out and whatnot so that we can we can have everything working exactly the way we want it to be. So let’s check out how we can do that. Going back on over we’re going to export it to Excel. That’s what we’re going to start off doing drop down to do so we’re just going to export to Excel and then open it up in Excel. You might be asking, Do I need Excel to open it up in Excel? Yes, yes, you do.
03:58
So here we are in the worksheet. And now I’m going to put it in our other worksheet over here so we can practice printing it and so on. But if you don’t have this worksheet, that’s okay, you can do the same thing where we’re at in just when you download it. So I’m going to add a new tab. And let’s put this tab to the right in our super worksheet here. And this one is going to be what I call it sales customer graph.
04:22
Let’s call it data. It’s a Data tab. A long description doesn’t have to be that long. It is what it is. We’ll keep it there so that I’m going to copy this whole thing, putting my cursor on the triangle, and then copy right click, copy the entire sheet.
04:38
Going back on over to where I want to put it you got to be on a one or select the entire sheet or else it won’t fit because you copy the entire thing. So I’m going to right click and paste it. You might think that the sheet go on goes on forever. But there is an end there is an end. The Excel World is Flat you’ll fall off the edge at some point if you keep going to the right down, just
05:01
Okay, so now we’re going to say that’s going to be our data, I’m going to, I’m going to cut some stuff, because I just want some stuff that I can make a graph out of. So I’m going to put my cursor on one, and go down to the column five, and just right click and delete that stuff, trim it out of there. And if I mess anything up, it’s okay, because I could just download the graph again. So I’m gonna, I’ll check it when I’m done.
05:21
This one has a subtotal because it’s got like jobs in it or something, I don’t want that. So what I want to do is make this the line. Now this one has a number in it a formula, I don’t want the formula either. So what I’m going to do to get rid of the formulas is take the whole column, copy it CTRL C, or just right click and copy, and then paste it back on top, but just the values only, only the values, that’s all I want. I just want the values.
05:50
So there it is. And that’s just the value numbers. Now I’m going to delete the total over here, get rid of the total. And then I’ll delete this sub stuff, don’t need that stuff, sub stuff, from seven to nine, right click Delete any other of those ones. Here’s another one. I don’t need the subtotal. So I’m going to get rid of the total just I just want the customer name. In daily, these two from 18 to 19, the whole row, I’ll just take it and delete it.
06:19
And then I might say, Well, did I mess anything up, let’s re sum it up, let’s hit the trusty SUM function, the most famous function ever, in Excel that no one will ever surpass the sum function in popularity, usage and just general enjoyment 10,000 to 8005. If I go back then to to our report is that am I still tied out to it 10,000 to 8005, I am indeed, as well as in thought, indeed, close. And let’s close this one out, I don’t need that.
06:56
So then I’m going to do some formatting over here. So notice this is formatted at Arial eight. So I’m going to format everything like the standard Excel formatting and then format it the way we want to format it. I’m going to do that by hitting the format paintbrush, and then paintbrush either triangle, which is the entire worksheet, right click on the entire thing, format the thing.
07:17
And by formatting the cells and then going down to currency, brackets, red dollar sign, gone, no decimals, I don’t need no stinky decimals. And then we’ll close this back up. So there we’ve got it, I don’t need this, this thing at the bottom, that’s not let’s get the foot, get off on my foot, kick it kicked it right out off my foot.
07:41
So then we’re going to go so then, then we can just add, you know, the pie chart again to our standard thing, obviously, this will be a long a large pie chart, let’s get rid of the total to the total two needs to go you to total. Totally two needs to go. So then let’s add let’s make, I like to make this into a a table first go into the insert and tables in it by going to the tools, table lized.
08:11
And then Okay. So then this is going to be the customers and the column two amounts. And then we’re going to we’re going to sort it in the table from Z to A highest to lowest, well, that’s the wrong way. That’s from A to Z, Z to A. There we go. And then I can make this into a pie chart. But it’s too many, too many data points. But let’s take a look at it right now. Let’s see what it looks like if I did it this way insert just to check it out,
08:40
pie chart, pie chart, give me the pie chart, there it is closing, getting rid of the title, I don’t need the title. And so let’s too many, there’s too many slices. Like I like you can’t feed someone that slice right there, they’re gonna be that’s not even worth cutting. Because it’s not even worth putting it on a plate, right? It’s too small.
09:05
So what we’re going to do is maybe count like 10 of these 1-234-567-8910. Everything beyond that we’ll put in to one line item. So this adds up to the 2546. So I’m just going to make this 12546 call it other. Other Other. I could spell others. That’s not a hard word from 12 down to 23. Right click and delete. It should still add up to the I think that 10 to 81. Sounds familiar. Now let’s add the pie chart.
09:43
See if it’s more reasonable in terms of the slices that people could actually get some fulfillment from hitting the pie chart. And there it is pie chart. Get rid of the title. And then again, you might want I keep on going for this one. Here, but how about this one has no you can you can add the labels afterwards too. So if you’d like to look at this one, you want the you want the actual percentages, you can add the percentages over here, but I won’t go into that in detail.
10:12
Because that’s taken a lot more time about something like this, that now you got the percentages in here, there’s still like little few, too many, too many percent, some small slices. So you might say, yeah, maybe maybe I go down to like, Here, let’s make like these ones 393906. So 3906.
10:36
And let’s delete the stuff under that one, delete, and make this one other. So those are some pretty decent sized slices, right, this one’s getting awfully large with the other category. But you know, you can play around with it, something like that. That’s the general idea. And so then we’ve got that one. And then we can also put that on a separate tab.
11:00
But before we do, you might have like I said, you might have someone if I total this up. And you might have someone that’s that, like I say is not satisfied with just the colorfulness of the graph. And they actually were like, wait a second, that 10,002 81 doesn’t tie out to we don’t even have the numbers over here.
11:17
So maybe they wouldn’t even see that. But if we have the numbers over here, they’d say maybe that doesn’t tie out to the amount on on here, which is 10, which is on the income statement. income was 10, two 210 201 or something like that. So you got 10 to a one. So of course you could you know the difference you could put into other up top. So you could say okay, I’m just going to take this minus this minus the ad.
11:51
And then if I was to add this up, we’re at the other of the 10 201. So just be aware of that. If you’re going to ask what people asking you questions about the data source, and so on, and not just being satisfied with the colorfulness of the graph and wanting to know the data, then, you know, you want to be able to explain it. So then I can then I can I can make another tab.
12:12
And we could put this, we can put this on it. So we can solve this the sale, customer graph. And then I could just pull that graph, possibly by cutting it over here, maybe. And then I like to make this landscape. But sometimes it’s been picky, I have to like check it out, and then go back into it to make it landscape there did it that time. And that I can make this larger. So there we have that. I can go back to the other tab.
12:39
We could also make like a standard bar graph. Or I could ask the system what would be what do you think is a good graph by going here and saying recommended graphs? Why don’t you just tell me what you think excel in terms of graphing. And so here’s all the stuff they come up with. I’m not sure what that is.
12:58
That’s interesting graph. But I still think this standard or this one is the best. This one’s a little bit different variation. So let’s pick that one. It’s Alamosa. So we’ll take it here. And we’re going to say cut it. Let’s put that over here too, as well. I’ll put it down here in the next page. So there we have it. Perfecto, just like moonda would do it. And Moon does a perfectionist.
13:27
You know Moon dough, he’s a perfectionist perfecto Moon dough, and then we’re going to so then if so then I want to hide this data tab so I can print it out, I’m going to right click and just hide that thing. And then I got to be somewhere over here, not on the grass not next to the hidden cells.
13:45
So that I can use the cute PDF printer to just print this this entire thing out at this point, printing it out with the cute PDF printer, not just the active sheet, but the entire work book 19 pages we’re at right now. We’re building like a novel of a workbook. This stone is a monster. So if we go all the way to the end of it, which does take some time, because there’s 19 pages and there’s our graphs.
14:12
Here’s some of our graphs, I should have put some titles on, I think that’s the new one. And that’s the new one. Let’s go ahead and print it out. And it’s going to save it as a PDF because we’re using the PDF printer to print it out. And so it takes a little bit of time because there’s 19 pages. Let’s there it is. There it is.
14:34
We’re going to put it right here in the in this one. Yes. And then let’s open it up. Open it up and check it out. Got to open it up to check it out. So then if we go all the way at the bottom, there’s our new graphs at the bottom, all on this one report and we put it in landscape but it still opens vertically. And it just looks it just looks superb.