cancel
Showing results for 
Search instead for 
Did you mean: 
Ruth Aidley
Level 1

Report totals

Hi - I work for a charity which is planning a switch to QBO after using QB desktop for years.  I'm tasked with re-making our memorised reports.  A typical report lists the transactions from a few income accounts and a few matching expenditure accounts.  Columns include credit, debit, and amount.  These all work fine till you get to the very bottom line of totals.  The credits and debits total correctly but the 'amount' total is total credits PLUS total debits, as opposed to QB desktop where the 'amount' total would be credits MINUS debits to give an overall balance.  Is there a way of changing this behaviour or adding some sort of total balance to the report?  Example: Say that we received a total of £800 and spent a total of £600.  I want to see that there is £200 left to spend, not to be told that £800 + £600 = £1400.  Thanks!

Solved
Best answer February 10, 2021

Best Answers
Rustler
Level 15

Report totals

No you can not change the built in computations in reports, all you can do is export to excel and reformat the formulas

 

Moving to QBO has its differences, see this and check to see if the functions you rely on are even in QBO

QBO vs QBDT
http://onsale-apparel.com/Rustler/qbo-or-qbdt

 

View solution in original post

1 Comment 1
Rustler
Level 15

Report totals

No you can not change the built in computations in reports, all you can do is export to excel and reformat the formulas

 

Moving to QBO has its differences, see this and check to see if the functions you rely on are even in QBO

QBO vs QBDT
http://onsale-apparel.com/Rustler/qbo-or-qbdt

 

Need to get in touch?

Contact us