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jhpujol
Level 1

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

 
7 Comments 7
JonpriL
Moderator

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

Good day @jhpujol,

 

At this time, QuickBooks Online doesn't have the option to remove the Total column of your reports. But I've got a couple of workarounds for you.

 

If you haven't already, you can customize your reports to get a year-to-year comparison of your financial data.

 

Here's how:

  1. On the Reports page, look for the financial report you need.
  2. Click Customize.
  3. Under the Report period drop-down menu, choose Custom and choose your desired dates to display on your report.
  4. Click Rows/Columns.
  5. For the Columns drop-down menu, select Years.
  6. Click Run report.

I've attached a screenshot below for your visual reference.

 

 

You can save this customized report for easy viewing in the future. Just click the Save customization button then, locate this saved report on the Custom Reports tab when needed.

 

The other option you can consider is exporting your report as an Excel file. From there, you can remove the Total column.

 

I also recommend sending your thoughts about this to our developers by creating feedback. This way, our developers will know how to improve your experience with QuickBooks. To start, just click the Gear icon then select Feedback.

 

You can always get back to us if you have any other questions.

toom212121
Level 2

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

Hey Intuit:

 

There comes a time when your Company  just needs to add certain functionality to your reports instead of pushing users to export to reports to excel.  Just basic stuff, not exotic stuff.

 

(1) QB users should be able to remove total columns in a report when the total column make no sense. We just want to run the report and not have to re-format it in Excel.

(2) Users should be able to run a P&L report by Class and then be able to collapse sub-classes columns into their parent column if they want to hide sub class detail.  We can collapse rows, why can't we collapse columns?

(3) Users should be able to run a two year Cash Flow Statement

(4) Users should be able to run a two year trial balance

(5) Users should be able to run a multi-year "YTD" financial reports. When we run "YTD" financial reports  we are currently limited to two years. This YTD and LYTD.  To spot trends, we like to show show and  multiple years on our ytd reporting.  We can only do this now using full year data by showing columns by year.

CharleneMaeF
QuickBooks Team

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

Hello there, @toom212121.

 

I understand the importance of the functionality of these reports in the business. However, we're unable to run the specific reports you've mentioned. Consider exporting your reports to Excel from QuickBooks Online to have the information that you need.

 

Also, I recommend visiting our blog from time to time to stay current with all the QuickBooks news.

 

For other QuickBooks concerns, feel free to browse our Help articles page to get updated answers.

 

If you have other QuickBooks Online concerns, you can always drop a comment below. Have a great day!

toom212121
Level 2

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

Users want to be able to run certain reports and not have to re-format it in Excel. Is that too much to ask?  We are asking for basic stuff, not exotic stuff.  Giving users the ability to remove total columns is not like solving world hunger. How about giving the reports some effort? 

tlenzmeier
Level 4

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

I couldn't agree more! I'm trying to generate a simple report: transaction date, amount, debit, credit, memo, and account. I don't want sub-totals and I don't want any kind of totals. I just want row after row of data to use in our analytics. Right now that seems like a Herculean task! Pretty sad, if you ask me.

goldsboc
Level 1

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

QBO reports are horrible- coming from desktop for several years- I could usually find or customize a report to my needs..
Not so in QBO! 
Why cant I add or remove columns or rows in a customized report? Why when I just want a list of the subs used for a particular time period I have to have all the SUBs at the top making the report extra long/wide? I could go on & on - but in this particular case I needed a list of names in a particular distribution account with amounts.. I had to edit the P&L and get a very messy report that I cant even remove totals from that make no sense - requiring me to export and massage.

 

Ridiculous! No wonder so many end up back on the desktop version.

mrgferg
Level 1

How can I remove Total Column from Financial Reports. Can't find an option to do it? I am comparing year to year and total for two years does not make sense.

I was having the same issue, trying to compare last 2 months. I think I found a way to eliminate the total column from the report. The trick is to set up the dates for only the current period, (in my case - month). In Customize Report window check Previous Period and pick the format of the change ($ or %). Make sure your Display-Columns-by field is set to the time period you are working with (in my case - Month).

As a result, I got 3 columns - current month, previous month, and Change.

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