Question

Exclude subclasses from P&L Report by class and simply see the Inclusive Totals for the Parent Class

Forum|Forum|6 years ago
February 28, 2020
11 replies
137 views

I want to have the ability to exclude subclasses from a P&L Report by class and simply see the Totals for the Parent Class (that includes the amounts of the subs). I want to select Parent classes without selecting sub classes and see the entire total. I do not want to select all classes and export into Excel and then hide all the subclasses to see the parent class total.

Is there another QB product version that has this available? It seems that I was able to pull this type of report in thr 2016 version.

I have contacted support with no help. Just sending me the link about classes.

I have sent Feedback.

Help is much appreciated. Thank you.

QuickBooks Desktop

Michael K

Level 4

Thanks for reaching out, @kimkelly.

Filtering to show only parent classes in the Profit & Loss by Class report is super easy and only takes a few moments. Check it out:

From the Profit & Loss by Class report, click Customize Report.
In the Modify Report window, choose the Filters tab.
In the Search Filters box, type Class and select it from the list.
Under Class, choose Multiple classes... and a new window will appear.
From the Select Class window, select all parent classes.
Click OK, then OK.

That's it! Your Profit and Loss will now only show parent classes. If you'd like to fully master the customization of reports, you can check out this awesome article.

If you have any other questions for me, just hit the Reply below and I'll be here to answer them. Have a great weekend!

K

kimkellyAuthor

Thank you Michael but I want the Parent Class to show the totals of all the subclasses without selecting or showing them in the P & L report. Generally, for me the Parent class is like a Book and the subclasses are the chapters.

I want to select Grounds as the Parent Class and then the subs would automatically be included, that is all the different job sites. When I run the report to see how much Grounds has made overall, I want to select Grounds and have the inclusive total without having to select and show each and every jobsite (subs that could number over 20 columns). Just the grand total for All Grounds.

I feel like I was able to do this prior to upgrading to 2019.

If there is another product that will do this, I'm willing to purchase outside of QBOnline.

M

MadelynC

Moderator

Hello kimkelly,

You can run each parent class report to show the total amount of the subclasses. I’ll show you how:

Select Customize in your Profit and Loss by Class report.
Click the Filters tab.
In the search field, enter Class.
Choose only one parent class.
Select OK.

For your future reference, you can check this article about creating memorized reports: Create, access, and modify memorized reports.

If you have any more QuickBooks questions, please reach us again. I'm always here.

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