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Level 1

Advanced Reporting (I think)

I am trying to create a P&L that combines two or more accounts under a heading and not show account numbers...can I do that in QB? In my current software we use the visual chart organizer to do this

4 Comments
Highlighted
Level 15

Advanced Reporting (I think)

If you don't  want to see account numbers, turn them off in Preferences, run the report, then turn them on, again.

 

For this Filtered P&L, that isn't Advanced  Reporting. That's simply a Filtered report. Example: P&L Standard, Customize, Filters tab, accounts = only the two income accounts.

 

If you want them under a common header all the time, they need to be under a Common Parent. Example:

Utilities or Occupancy Expense.

Subaccounts: Electricity, Gas, Water, Garbage, Sewer

 

The best reference for the chart of accounts is the tax form this entity files.

Highlighted
Level 1

Advanced Reporting (I think)

So there is no way to run a report that grabs a few accounts under a common header? I am coming in and cleaning up the P&L and trying not to export to excel to do my work and was hoping to modify the reports to suit our needs

Highlighted
Level 15

Advanced Reporting (I think)

"So there is no way to run a report that grabs a few accounts under a common header?"

 

Yes, I explained you are asking for a Filtered Report.

 

"I am coming in and cleaning up the P&L"

 

Then make a Parent Level account of the same Type, and slide your existing accounts Underneath and indent to the right. Open the Chart of Accounts. See all the little diamond handles on the left of each name? Drag things Around and position them.

 

"and was hoping to modify the reports to suit our needs"

 

Yes, you make custom reports, you retitle them, and you can Memorize them for use later. You can memorize them in Groups and double-click the Group to trigger all reports in that Group at once.

 

See the article:

Reports - QuickBooks Learn & Support

Highlighted
Level 1

Advanced Reporting (I think)

Thanks so much for all your help. I am hoping to just have summaries and not display some of the detail accounts. I put budget numbers in at the summary level and want to be able to see the summary of the expenses next to the budget in the snip the budget is 100678 and I wnat to see that compared to 182983

 

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