We truly appreciate your long-term trust in using Quickbooks, @75midwest. Transitioning to the updated version of QuickBooks Online can be a bit unfamiliar at first, but I’d be happy to guide you on how to access the report you’re looking for.
To generate a summary view with totals for each parent account and its sub-accounts within income and expense categories for a specified year, follow these steps:
- In the left-hand navigation panel, click Reports.
- Choose Profit and Loss from the list of reports.
- Click Filter to narrow down your data.
- First dropdown: Account Type
- Second dropdown: Equals
- Third dropdown: All Income/Expense accounts
- Adjust the Report Period to the desired year (e.g., Jan 1 – Dec 31) to ensure accurate totals.
- After everything is set, click the print icon 🖶.


Given that you’re transitioning to the updated platform, I’d also like to share that our QuickBooks Live Expert Assisted team can provide personalized advice to help you adapt and optimize your financial management.
If you have more questions, please don't hesitate to reply in the comments section. We'll loop back to assist you.