cancel
Showing results for 
Search instead for 
Did you mean: 
richard-collins
Level 1

How to toggle report views between detail and summary in QB Online?

 
1 Comment 1
MichaelDL
QuickBooks Team

How to toggle report views between detail and summary in QB Online?

Greetings, @richard-collins.

 

I'm here to provide some clarification on your question regarding Detail and Summary reports in QuickBooks Online. Due to major differences in the Detail and Summary variants of several reports, there's no way to instantly toggle between the two variants. However, with the help of QBO's Favorite Reports sections, you can navigate between them with ease. Here's how:

 

Favoriting Reports in QuickBooks Online

  1. From QuickBooks Online, navigate to the Reports tab.
  2. Find a report with both a Detail and Summary variant from the list below.
  3. Click the Star ★ icon next to each one to add them to your favorites list.
  4. Now, whenever you want to quickly switch between these variants, just click the Reports tab and select the opposite.

We offer a guide on memorized reports that you can use to further personalize your company's statements. I'm also including a brief video demonstration in which I favorite a couple reports and swap between Detail and Summary variants of the Balance Sheet:

 

These steps will help you quickly toggle between Detailed and Summary variants of several reports. Please know you can always find me here anytime you need a helping hand with QuickBooks. Thanks for bringing us your question, have a safe and relaxing weekend ahead.

Need to get in touch?

Contact us