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We have a COA set up with a number of parent/child accounts. For some of these, when we run a statement of activity (P&L) -- the accounts do not correctly get rolled up to the parent account. But, if I run a report from the chart of accounts on the parent account, these accounts DO get rolled up correctly. Please advise...
Two screen shots attached. One showing the "correct" hierarchy, which was accessed by COA->Accounts->65000 General / Admin -> Run Report.
The incorrect one is shown when we run a "Statement of Activity" report from the reports menu. You can see the various 65xxx accounts are each at the top level of the hierarchy.
If I run the report from the Chart of Accounts -> Report for the 65000 General/Admin account, the hierarchy is correct.
Allow me to help point you in the right direction who can assist you further with sorting these reports out, tu_ultimate.
Since doing the basic troubleshooting steps and clearing its cache didn't work, I suggest getting in touch with our QuickBooks Support to have this investigated.
Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf.
Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM till 3:00 PM on Saturdays. Here's how to contact or chat from us:
1. Click the Help (?) icon.
2. Choose Contact Us.
3. Enter a brief description of your situation in the What can we help you with? area, then click Let's talk.
4. You'll be presented with a few options for connecting with Intuit. Select Get a call.
In case you need help customizing your QuickBooks reports, you can visit this article: Customize reports in QuickBooks Online. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Kindly update me on how the calls go by adding another comment below. I want to make sure you're all set, and able to run the reports you need correctly. I'm here if you need additional guidance. Have a great day!
