Your Answer

How do I change a report basis from cash to accrual or from accrual to cash?

QuickBooks allows you to change the report basis from cash to accrual or from accrual to cash at any time. Changing the report basis does not alter your data, it only changes the way data displays on reports. You can also set a default report basis that affects how QuickBooks displays summary reports (reports that summarize amounts and do not list transactions). Detail reports (reports that list transactions) must be changed manually. The Report Basis option is not available for all reports.

Change the report basis on a single report
  1. Click the Modify Report button in the QuickBooks report window.
  2. Select the appropriate Report Basis, and then click OK.
Set the default report basis for summary reports
  1. Go to the Edit menu, choose Preferences, and then scroll down to click the Reports & Graphs icon on the left side of the window.
  2. Click the Company Preferences tab, select your desired reporting method, Cash or Accrual, and then click OK.
The QuickBooks Administrator is the only user who can change Company Preferences.  For QuickBooks Pro or Premier users, you need to be in the Single-user Mode to change preferences.


Bookmark and Share


After upgrading to V 2015 - verify file and message states "QuickBooks has stopped working"
When verifying the file or backing up with verify on, QuickBooks crashes

Visa & Mastercard announce fee reductions
How does this effect IMS?

Firewalls, internet security and parental control settings
How to fix H202 errors

Updating QuickBooks
How to update QuickBooks

Install QuickBooks on a network or multi-user environment
Multi-user setup after the upgrade

Verify file: "QuickBooks found a problem with the Employee SIN field for [employee name]"
Sign up to get an email when this article is updated.

QuickBooks Install Centre
Read step-by-step instructions

Product updates
Download the latest updates

Password Reset Tool
Password issues? Reset it with our new FREE tool.

Connection Diagnostic Tool
Helps troubleshoot network & multi-user errors

Customized templates
Download templates for QuickBooks 2008 and later

Download manuals and guides

Tutorials & webinars
Watch our tutorials & webinars

TD1 basic amounts
View the latest TD1 amts

CPP and EI contribution limits
View latest CPP and EI limits

Did this article help you?
Your Feedback
Cancel Submit