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L
Ldecaul
February 13, 2024
Question

scheduled reports

  • February 13, 2024
  • 1 reply
  • 7 views

Management receive weekly scheduled reports which include the balance sheet. I added some sub accounts to one of the bank accounts for budgeting purposes. I don't want this information to be visible in their report. I hid the sub accounts when saving,  however when the report went out this week , all the sub accounts are included. If I go back to the scheduled report in my custom reports & open it , they are hidden. Is there anyway to ensure they are not included ?

1 reply

J
JamaicaAQuickBooks Team
QuickBooks Team
February 13, 2024

Budgeting is one of the most crucial pieces of information in a business, @Ldecaul. Let me share how the scheduled reports work in QuickBooks Online.

 

I recognize the need to hide the subaccount for the budgeting when sending management reports. However, this option is unavailable. This means that others can view this section in the report regardless if you collapse it during customization.

 

In the meantime, you can manually download this report by exporting it as a PDF or DOCX, then remove the subaccount outside QuickBooks.

 

If you'd like to view different ones or edit them, refer to this article: View and edit management reports in QuickBooks Online

 

 Here are some resources to learn what more you can do:

 

 

Feel free to ask further questions about reports in the program. It'll be my pleasure to address them. Have a great day!

L
LdecaulAuthor
February 13, 2024

Thank you for your response. I understand , its just that the reports are scheduled,  so I would have to manually prepare them each week to hide the sub accounts in an excel report. I am off work next week for a few weeks , so I was hoping for a work around. 

I did pull another report from the chart of accounts  but it doesn't show the total bank balance just the sub accounts . If I could show the bank balance that would be okay . Is there anyway that it can show the total balance like the other bank accounts?

K
Kevin_CModerator
Moderator
February 13, 2024

Hello there, Ldecaul. I recognize the convenience of having a way to easily customize the weekly scheduled reports for your balance sheet data in QuickBooks Online (QBO).

 

It would be nice to have the option to have a specific customization of your scheduled reports, as it will help you monitor your business seamlessly. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

 

You can also send your thoughts about this to our developers. Ideas like this help identify the features our customers want the most for consideration in future enhancements. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Click Next to submit them.

 

Additionally, you can check out these resources that you can check out to learn more about memorizing and personalizing reports in QuickBooks Online for reference:

 

 

Please know that you're always welcome to post a reply in this thread if you have any other questions about your QBO account. I'll be happy to help you some more. Stay safe!

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