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

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.

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.

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: 

• Customize your reports in QuickBooks Online
• Memorize reports in QuickBooks Online

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.

If I select Totals Only, it only shows me the overall grand total. I also want totals for Department A and B included. So three columns.

I have included screenshot examples below of what I see when I pull the report versus what I want to see. Essentially, I want to be able to "hide" the sub-department columns in QBO, while retaining the amounts into the Department totals columns.

Thanks for posting here again, @mmolki,

When you filter the report by location, the system will display all departments selected. If you want to hide the columns for the sub-department, you will need to do this outside the program.

You can use the export option to transfer the data into an Excel worksheet. Here's how:

1. Go the Reports menu.
2. Look for and choose the report you want to export.

3. Update the Report Date and Accounting Method.
4. Select the export icon beside the gear.
5. Click the Export to Excel option under the export icon. See this sample:

Check out these articles to learn more about managing reports in QuickBooks Online: 

• Customize your Reports in QuickBooks Online.
• Memorize Reports in Quickbooks Online
• Export your reports to Excel from QuickBooks Online

Please post here again if you need further help with the reports in QBO. I'll be right here to help you anytime. Have a wonderful day!