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We have a lot of different income accounts set up in our chart of accounts and in our business they have different categorizations. Is there any way we can customize a report so that the different income types can be consolidated and not itemized in the P&L?
For example, we have 10 different "Fee" revenue accounts, a "miscellaneous" revenue account and a "production" revenue account in our chart of accounts. Is there a way I can produce a report that just shows me the sum of those 10 fee revenue accounts, and then the misc and prod line items as well? So, result would be 3 lines in the P&L instead of 12.
Thank you!
Jaime
Solved! Go to Solution.
If you edit the income accounts to Ll be sub accounts of a parent account you should be able to produce a report that only includes parent level reporting
If you edit the income accounts to Ll be sub accounts of a parent account you should be able to produce a report that only includes parent level reporting
thank you! after I posted this, I realized there was a sub account feature. this seemed to achieve what I was looking for.
This still doesn't answer the original question.
I have 3 major contracts that we track separately. I would like to include those all to hide specific customers. Is it possible to customize the P&L in the way?
I understand how important the information of customers, SoMuchFunctionality12. No worries, I'm here to help you.
QuickBooks Online helps you customize reports by showing specific information that matters the most to you. However, customer details will show together with the affected accounts of the specific transaction. Not unless you filter the report by Distribution Account and Customer to only show what's needed.
That said, I'd recommend reaching out to our support team to be added to the list of affected users and receive email updates.
Here's how:
Also, you may check this link for future help on memorizing reports to save with its current customization settings: Memorize reports in QuickBooks Online.
Let me know if you need anything else about managing reports in QuickBooks Online. We're always here to help. Stay safe.
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