Save settings for P&L or BS accounts drilldowns

annayugova · ‎November 03, 2022

I really appreciate the ability to click into any P&L or BS account and view the line items, however, by default there are too many columns for my liking (see attached). I'd like to remove most of them but add a few other ones. Is there a way to save this as a default for any drill down?

I'm aware of Custom reports capability, but this is different. What I want is that any time I drill down into any account on chart of accounts, I see specific columns. Saving a custom report for each account would be awfully cumbersome, and also it's inconvenient to look at them from custom reports tab. I like looking at them from P&L and BS and drill down into those that look interesting.

Thank you in a advance!

MariaSoledadG · ‎November 03, 2022

Let me provide some details on what action you'll have to take with your reports, annayugova.

I can see the importance of being able to remove and add columns for your P&L or BS accounts. You'll want to let our product team know how this will help your business by visiting our Customer Feedback page to submit a request. I have added a screenshot for your guide:

In the meantime, I suggest customizing the report so you'll be able to control what specific information you want to show. Go through this article for your guide: Customize Reports In QuickBooks Online.

In addition, here are some of the ways that you can customize reports to fit your need: Common Custom Reports In QuickBooks Online.

Feel free to leave your comment if there's anything else that you need help with your reports. I'll be here to further assist you.

e_kileen

Just wanted to bump this up. Is there any way for drilldown reports to default to show Debit Credit Balance, rather than Amount?
I swear I spend a total of 30 minutes every day fixing the columns when I need to see details on my P&L or Balance Sheet.

Jayson_E

Hi, e_kileen.

We appreciate you for reaching out and bringing this up. I understand how adjusting report columns every time you review your P&L or Balance Sheet reports can take extra time.

Currently, the option to default the reports to display Debit and Credit columns instead of the Amount column is unavailable.

As an alternative, you can run the Transaction Detail by Account report and customize it by adding the Debit and Credit columns. Then, filter by Distribution Account Type to easily identify transactions tied to income/expense for P&L or asset/liability accounts for the Balance Sheet.

Here's how:

Navigate to the Reports menu.
Select Standard Reports, type Transaction Detail by Account in the search bar.
From the reports window, select the Report period.
Click Customize, and under the Filters section:
- Select Distribution Account Type from the first dropdown.
- Choose Equals for the second dropdown.
- Pick the relevant accounts in the third dropdown (e.g., income/expense for P&L or asset/liability for Balance Sheet).
Under the Columns section, ensure Credit and Debit are both selected.
Once done, close the Customize menu by clicking the X button.

This workaround provides a clearer breakdown tailored to your needs.

If you have any additional concerns, please reply below.

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Save settings for P&L or BS accounts drilldowns