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Hradecb
Level 1

Totaling categories

Is there a way to get a total for each category? For example, I want a total of materials and supplies throughout the year. If so, how? 

12 Comments 12
HoneyLynn_G
QuickBooks Team

Totaling categories

Welcome to the Community, @Hradecb.

 

I can share some insights about running and customizing the reports in QuickBooks for Mac.

 

Currently, getting the total for each category on your reports is unavailable. As a workaround, you can export it to Excel and do the calculation there.

 

While you do that, I'll also pass this idea along directly to our engineers so they’ll know a lot of customers have the same need for this option. You can do the same by visiting and entering your suggestion in this link: Ways to Improve QuickBooks Mac.

 

That should get you going, Hradecb.

 

And of course, you can always drop by here in the Community for any other questions you need help with. Have a good one!

qbteachmt
Level 15

Totaling categories

@HoneyLynn_G

 

Please learn from this input.

 

@Hradecb

 

You run your Reports, such as P&L Standard will show what you asked; and Job reports will show what you asked, such as Item Profitability reporting. Look at the Reports and their submenus from your Reports Menu listing.

pamelac
Level 1

Totaling categories

WHAT? No way to total a category? That's insane. What is the point of having them, then?

Kendra H
QuickBooks Team

Totaling categories

Hi there, @pamelac

 

Thank you for joining this thread.

 

I can see how this feature would be beneficial for you and other users as well. My colleague did submit feedback to our Product Development about having this feature for QuickBooks Desktop. 

 

If you have any other questions or concerns, I'm only a few clicks away. Have a safe and productive week ahead!

BrandonT
Moderator

Totaling categories

@Hradecb 

 

I want to make sure you have an answer to your question. @qbteachmt is right and those totals should roll up into your Profit and Loss statement. If you still need some additional help, can you provide some more information on how you track materials and supplies. For instance, do you use bills and items or do you measure your expenses by other means?

 

Thanks, ~B

KenEdge
Level 1

Totaling categories

How is this not the most basic of features? Unbelievable. I'm definitely switching to a different service... AFTER I HAVE TO GO THROUGH AND TOTAL UP ALL MY EXPENSES ONE BY ONE. 

 

WTF. 

bertcox1
Level 1

Totaling categories

I spent hours and hours and hours categorizing expenses and now I can't total each category without running a P&L.  I just want to single out a few categories??? Crazy????

JAVDAX
Level 2

Totaling categories

I do think that is unacceptable --  One should be able to add up figures in a specific category, without all those steps and using Excel -   That is a basic function that should be available on QB. 

 

paloaltoeditor
Level 1

Totaling categories

"Currently, getting the total for each category on your reports is unavailable. As a workaround, you can export it to Excel and do the calculation there."

 

This is insane. I will be canceling my service. 

paloaltoeditor
Level 1

Totaling categories

I also will be switching

jbaczuk
Level 1

Totaling categories

Can't you also find this information by going to Expenses > Filter by category and date?

Ariv1
Level 1

Totaling categories

What service do y’all use? I need something that totals each expense category. 

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