Is there a way to change the Insights tab to Cash instead of Accrual Basis? The company preference is set to Cash and reports default to Cash. This is a great tool for a quick reference but useless if it doesn't allow this to reflect Cash.
Thank You
I appreciate the response and understand the option to change the company preference and report basis to cash is available. The easiest response is that the Insights tab on the home screen does not allow you to make this change so it is not a useful quick reference for cash basis.
I appreciate your effort in trying out the recommendation and understanding the changes made to the company preference and reporting basis to cash, as mentioned by my colleague above, GCE_Jenn.
Yes, you're correct. The Insights tab on the home screen does not allow you to make this change; it will just display data based on accrual-based reporting. I recognize that this feature is helpful on your end for a quick reference since it shows a graphical presentation of how your business is doing.
While this feature is unavailable, you may submit a feature request to our Product Engineers so they can address this matter as soon as possible. To send a feature request, please follow the process below.
Additionally, if you want to access your cash basis report outside of QuickBooks, you can export it to Excel.
We value your input and suggestions, GCE_Jenn. Your feedback will help us shape the future of QuickBooks products. If you have questions about handling accounting records, please tag me by leaving a comment below, and I'll follow up with you.
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