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75midwest
Level 1

How do I make a listing of deposit or expense totals for each account for a given year?

For twenty-plus years, Quickbooks Pro let me easily print account category totals for a year, organizing them into the proper subcategories in the report -- different categories of income deposits, different categories of expenses, etc. I am not able to figure out how to do this now that the program has updated. The "Help" is no help, but I'm sure it's an easy thing to do. I just don't know what it is! Thanks in advance!

1 Comment 1
FaithA
QuickBooks Team

How do I make a listing of deposit or expense totals for each account for a given year?

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:

 

  1. In the left-hand navigation panel, click Reports.
  2. Choose Profit and Loss from the list of reports.
  3. Click Filter to narrow down your data.
    • First dropdown: Account Type
    • Second dropdown: Equals
    • Third dropdown: All Income/Expense accounts
  4. Adjust the Report Period to the desired year (e.g., Jan 1 – Dec 31) to ensure accurate totals.
  5. After everything is set, click the print icon 🖶.

 

Profit and loss 1.jpg

PROFIT AND LOSS PRINT 2.jpg

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. 

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