QBO: Report With Column Total At Bottom

Just wanted to second the above request to add an option for a row at the bottom with totals in reports. We can export to excel, but it is obviously preferable for us to be able to see totals in the reports from qbo.

Thanks!

This is ridiculous it's 2022 and Intuit still can't get their **** straight  !! ...😡😡

Not only have they now gone to a subscription plan only Charging us upwards of $600 per year depending on what version of QuickBooks you are using, but they expect us to continue to use their crap that they can't even update and add features to ?? ... I mean really this is a basic feature you shouldn't have to export it to excel ...🤦‍♂️

Agree with SkyeP!!! This brings up the question -should we trust Intuit TurboTax totals?

You should mark this as unsolved because it's utterly ridiculous that's a total line is unavailable. I upgraded from 80/mo to 200/mo just for custom reporting to see this and it's not even available. What a joke. 

I know every cent is important in running a business, @jon555. We'll do whatever it takes to ensure our customers will be satisfied.

Let's try creating a custom report and converting it into a Pivot table. To see if this is a good fit for your company's needs. Perform the following actions:

1. Go to the Reports menu and select Standard. 
2. Click the +Create new report tab. 
3. Choose Start by adding data columns. 
4. Pick the appropriate report period in the drop-down. 
5. In the Customize report section, click the list and check the columns you want to add. 
6. Press the Layout button if you wish to arrange the columns. 
7. Hit Pivot table and filter the Rows, Columns, and Values. Ensure to check the Show totals box. 

For more details, see this article: Create custom reports in QuickBooks Online Advanced.
 

If this does not meet your needs, I'd recommend sharing this with our engineers again. Sending requests to our development is important so they can review your suggestions and consider adding them in future releases.

Proceed to:

1. Go to the Gear icon on the upper right hand. 
2. Select the Feedback button. 
3. Type your suggestions in the field and click Next. 

The company listens to its customer base, which is why many of the program's current features were suggestions from QuickBooks' users. The company wants to hear from you, too, so check out its website to vote on future ideas: Customer Feedback for QuickBooks.

Furthermore, check out these articles below on how to use custom fields in reports and other related topics:

• Use custom fields in reports in QuickBooks Online Advanced.
• Help with Smart Reporting powered by Fathom

When you're feeling down about QuickBooks, I'll listen to you, and we'll figure out the best solution together. Keep safe. 

Can you please tell me how to make the pivot table work to show negative quantity and price, with a sum. Essentially a negative inventory value summary.

When I choose products/services with quantity the pivot table forces me to make the description the columns and it looks weird, I end up with 8 columns of different products. I just want products, negative quantity amount (using a less than 0 filter), and total cost (not sales price) of the item X quantity. 

So if item one cost me $200 and I am -3 in stick, I can see that I owe 600.  Then I can have multiple negative inventory items and look at a sum of what I owe vendors to fulfill sold items out of stock. 

I know how to get a report that shows the total cost and negative quantity,@jon555. I'm happy to provide the complete steps with screenshots to help you through the process.

I'd suggest creating a custom report and filtering the relevant columns/rows. Then export it as a CSV file and manually enter the total amount owed. 

Complete the following procedures:

1. Go to the Reports menu and select Standard. 
2. Click the +Create new report tab. 
3. Choose Start by adding data columns. 
4. In the Customize section, select Product/Service and check the following: 

• Product/Service
• Quantity on hand
• Purchase price ( Cost price)

       5. Click the Filter tab on the upper right side and choose Product/Service in the drop-down. 

       6. In the Operation field, select equals. 

       7. Check the appropriate item in the Value box. 

       8. Go to the Group section and choose Product/Service again. 

       9. Add Quantity on hand and Purchase price in the Edit group calculation drop-down. Make sure to select Total in the Calculate for field. 

      10. You also have the option to turn on the Pivot table. 

      11. Name the report, then click the Export icon and manually add the total amount owed.

Go to the Custom Reports section to access the report you created. You can then email it to your colleagues or clients. See this link for more information: Memorize reports in QuickBooks Online.

Moreover, browse these articles below to learn more about smart reporting and restock items in QuickBooks:

• Smart Reporting powered by Fathom FAQs.
• Use reports to see your sales and inventory status. 

Please leave a message below if you require additional assistance with inventory and reports in QuickBooks. I'm here, and I'd be happy to share my years of expertise with you.

Hi Michelle,

I appreciate your response, several things are not adding up in your directions.

“7. Check the appropriate item in the Value box.”

I want to see this report for all items. Steps 5-7 force me to select a single product. Perhaps you meant to filter Quantity less than 0? Otherwise I don’t understand the purpose of this step.

I am also not able to make a pivot table based on the data included in this report. Filter or no filter, grouping or not grouping, the pivot table has no selection for “Columns”, it is blank.

Lastly, I don't see why I should have to export any report in QBO online to see a sum of a column. Wasn't that the original question in this thread? Unless there's a missing step to get the pivot table showing the sum, I think it's completely unnecessary for the need to export a sheet to get a total value of a column, this is a basic function in any spreadsheet software. 

Thanks for getting back to this thread, @jon555.

I recognize how relevant seeing all items in the report and see the sum of column to your business is. Currently, the options given by my colleagues above are the alternatives you can follow to meet your business needs. 

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future. This way, you can have the data you'll want in your report.

Here's how:

1. Go to the Gear located at the top.
2. Under Profile, click Feedback.
3. Enter your recommendation and select Submit.
   
   

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

I'm also adding these links to help manage your reports in QuickBooks Online:

• Customize report
• Memorize report

Fill me in if you have further concern about having a column total at the bottom of the report. I'll be here to help you. Stay safe!

My QBO doesn't have "Create New Report" at the top of the Reports section. Is that only on specific versions of QBO?

Hello, @valeried1001.

Let me share some information about creating a new report in QuickBooks Online (QBO).

Each QuickBooks Online plans provides different features and functions. The Simple Start version provides basic accounting and financial reports for small business users.

While advanced reporting options for this version are currently unavailable, you have the option to upgrade your product by switching to another QBO edition.

Here's how:

1. Sign in to QuickBooks Online as a primary or company admin.
2. Select Settings ⚙ and then Account and settings.
3. Select the Billing & subscription tab.
4. Make sure your payment info is up to date.
5. In the QuickBooks Online section, select Upgrade your plan.
6. Review the available plans and then select Choose plan.
7. Follow the onscreen steps to upgrade your plan.

I'm including a link for you to compare our products and find features suitable for your business type: Compare QuickBooks Plans

Please feel free to reach out to the Community if you have any questions about the QuickBooks report. I'm here to help whenever you need a hand. Have a nice day!

Intuit, you Need to step up your game! On May 1, 2022, I posted my original comment, and yet nothing has been done to address this issue and It’s frustrating that the only responses seem to be related to QuickBooks Online. What gives? And now, I’ve heard rumors that you’re completely canceling QuickBooks Desktop, leaving users who have faithfully paid for the software over the past two years in the lurch. This move, whether due to cost-cutting or other reasons, is simply unacceptable!

If y'all don't start prioritizing your current existing customers you're going to lose everyone !!