Yes, Robin, we can summarize your revenue accounts by their two types. You can generate either the Profit and Loss Detail or the Transaction Detail by Account report.
We can customize these reports to provide a clear overview of your revenue from various concerts and educational programs across different accounts.
To run the Profit and Loss Detail report, follow these steps:
- Go to the Reports menu and select Profit and Loss Detail.
- Click on Customize to pick your desired report period.
- Set the Distribution Account to All Income/Expense Accounts in the Filter section.
- From the Class dropdown, tick the revenue accounts you want to include.
- Once you've set everything up, click Run Report.

If you prefer to group your data by class, we can use the Transaction Detail by Account report and customize it accordingly.
Here's how you can do that:
- On the Reports page, look for the Transaction Detail by Account.
- Open the report, then select Switch to Classic View.
- Go to the Customize area and choose Class from the Group By dropdown.
- Hover over the Filter dropdown, then pick All Income/Expense Account in the Distribution Account.
- On the Class dropdown, check the relevant options you need.

Once you've completed these steps, you can export your report to Excel for easy sharing with your team members.
Furthermore, are you looking for ways to take your QuickBooks experience to the next level? I'm excited to share that you can connect with our QuickBooks Live Expert Assisted team. They are here to help you generate the reports you need to manage your finances effectively.
Following the steps above gives you a clear view of your financial data in a way that makes sense for your analysis. I'm still here to back you up if you have further queries.