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mmolki
February 8, 2021
Question

I set up Departments and Sub-Departments. Now when I run a P

  • February 8, 2021
  • 6 replies
  • 46 views
After I set up the Departments and Sub-Departments, my P

6 replies

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
February 9, 2021

Hi there, @mmolki.

 

Can you tell me what are you trying to run after you set up the Departments and Sub-Departments? I'd appreciate it if you can provide more details about your post so I can address your concern.

 

You can click on Add comment button below if you want to add further information and I'd be happy to answer them for you. 

 

I want to be your direct point of contact so I can take care of you. I'll jump right back in to assist if you need anything else. Best regards.

mmolkiAuthor
February 9, 2021

After I set up Departments A and B and then sub-departments A-Managers, A-Service, A-Staff, B-Managers, B-Service, B-Staff, I then pull a Profit and Loss by Department Report. It displays columns Department A, A-Managers, A-Service, A-Staff, Total Department A, Department B, B-Managers, B-Service, B-Staff, Total Department B, Total. I want to see just Total Department A, Total Department B, Total but include the data from the sub-departments. In other words, I want to collapse the sub-departments to just see the overall Department totals.

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
February 9, 2021

Thanks for getting back to me and providing more details of your concern, @mmolki.

 

You'll have to make sure that you select Total Only in the Display column by. In this way, you'll see the overall department totals. Let me show you how.

 

  1. On the QuickBooks dashboard, click Reports on the left sidebar menu.
  2. Select Profit and Loss Report.
  3. Choose the date range.
  4. Under the Display column by, select Total Only.
  5. You can click the Customize button and filter the necessary details.
  6. Tap Run report.

To learn more about running reports in QBO, you can check out this article: Run reports.

 

You can save the customized Profit and Loss report for future reference. In the open, customized Profit and Loss report, select the Save Customization button. For more details, click these articles: 

 

 

Get back here in the Community if you need more assistance with managing your reports or any QuickBooks-related concerns. Take care and have a nice day.

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