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khillman
Level 1

Alternate Expense Summary

Hello,

 

I am looking to provide a client two versions of the P&L.  One with expenses set through the chart of accounts.  I would like to create a management P&L that will summarize various expense accounts in a different way.  I guess I'm looking for something like Alternate Parent Accounts for all expense accounts?   

I'm looking to run:

1.  Standard P&L through COA, and

2.  Second version of the P&L with different subtotals of expense accounts

 

Is there a way to do this with custom reports?

Thank you

2 Comments 2
Rustler
Level 15

Alternate Expense Summary

Summarize in a different way - I would guess that means resort the expense accounts into a different listing of groups.

The only way I can think of to do that is by exporting the P&L to excel and reformatting the report

khillman
Level 1

Alternate Expense Summary

Thank you.  I wasnt sure if there was a way without account numbers or parent accounts that I had not considered

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