Is there a way to show the parent account in a report? E.g., I have several investment accounts each with a sub account named "Distribution". In any given report the transaction account will show the sub account "Distribution" but not the parent of that account. I presume the difficulty here is that there may be subs of subs of subs ... of a parent. It might be long but a possible resolution would be an option for a concatenated account name. Otherwise, all of my sub accounts will need long names which include the parent (and any subs as necessary) to make the report clearer.
Since there is no way to concatenate a parent account and its sub accounts I think it's an account naming problem at this point. My 5 investment accounts each have an account named Distribution. Even side by side with the account list I can't tell which Distribution account is which. I will need to put something in the account name to differentiate them. Thank you.
I can provide you with additional details on how to view your reports that displays both the parent and the sub-accounts in your chart of account. Let’s get started.
To start with, may I ask what specific report are you trying to access? With QuickBooks Desktop, it has an array of reports that will allow you to customize and filter to display the specific information you need.