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Level 1

How do you reorganize P

I'm simply trying to produce reports that make sense to our management and investors. I don't understand why the ordering of the P
5 Comments
QuickBooks Team

How do you reorganize P

Thanks for dropping by the Community, paul-siegel.


I want to make sure I can provide the best solution to your concern. May I know what specific information you want to show on the reports? Are you trying to run a financial statement or transaction list?


Any additional information you can provide will help me get on the same page. Looking forward to hearing from you soon. Have a great day ahead.

Level 1

How do you reorganize P

Thanks.

For example, on an P&L Report I don't want to have the rows organized alphabetically. Most P&Ls are presented based on the importance that row/category/chart of accounts item is to the business. 

 

For example, in Expenses "A" for Advertising currently automatically comes before Salaries or Compensation, when we want to show that first, and maybe Technology Services second, etc.

For example, in CoGS "C" for Commissions comes before "Network Services" or "Instructor Fees" and Commissions are only a small part of our CoGS. So, we might want Instructor Fees, then Network Services, then..., and finally Commissions.

It seems that this is a normal requirement and I don't really want to have to pull the data into Excel to move it around, since that won't be useful for 3rd parties (Accountants; Investors...) who we want to provide online access to custom reports.

Any help is appreciated!!

 

QuickBooks Team

How do you reorganize P

Thank you for the details, Paul.

 

I can see the importance of having an option to re-arrange the order of the accounts in your Profit and Loss report. However, this is not available in QuickBooks Online. What you can do is export the report to Excel and rearrange the order before sharing the report with your management and investors.

 

export to excel.PNG

 

If you have more questions about your report, please don't hesitate to go back to this thread. See also about customizing reports.

Level 1

How do you reorganize P

I don't believe the answer to the question above was correct - that you can't change the order of the rows in the Quickbooks online P&L.  In the top left hand corner of the P&L report screen there is a button for "Sort" and you can select default, total in ascending order, total in descending order.

 

I have two questions:

 

1. What is the "default" sequence?  Where is the "default" defined?, and 

2. How can i modify the "default" sequence?

Moderator

How do you reorganize P

Hello @mauricelewis116,

 

Let me help share your report is displaying your data in QuickBooks Online.

 

Normally, the order of rows in your report is based on the primary accounts, from income to other expenses. Then, under each primary account are the account your created in which they're listed, alphabetically. And changing it not available as of this time.

 

In the same manner, here's an article you can read to learn more about your reports: Run reports in QuickBooks Online.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

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