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jkope26
Level 2

Combining Income Accounts on P&L Report

Hi-

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
Best answer February 12, 2021

Best Answers
john-pero
Community Champion

Combining Income Accounts on P&L Report

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

View solution in original post

2 Comments
john-pero
Community Champion

Combining Income Accounts on P&L Report

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

View solution in original post

jkope26
Level 2

Combining Income Accounts on P&L Report

thank you!  after I posted this, I realized there was a sub account feature.  this seemed to achieve what I was looking for.

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