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bnavarre
April 7, 2020
Question

How do I collapse the subcategories in a balance sheet report?

  • April 7, 2020
  • 1 reply
  • 0 views
When I run a balance sheet report, all of the categories are expanded. I want to collapse them so I can present a management summary. For example, they do not care how much is in each individual bank account, they just want to see the total of all accounts. Same with fixed assets, credit cards, etc. When I try the "Collapse" button on the report screen, the only category that collapses is the "Accounts Payable" category. All others remain expanded.

1 reply

M
mv32
April 7, 2020

Thanks for posting to the Community, @bnavarre.

 

I'd be happy to give you a resolution. You can click the mini drop-down button to collapse each account on a Balance Sheet report.

 

Let me show you how:

  1. Go to Reports.
  2. Select the Balance Sheet report.
  3. Click the drop-down ▼ button beside each account.

You can then print the report and present a management summary.
 

You can also check these video and article on how to customize reports and send it by email on a recurring schedule:


Please let me know or tag me (@Jovychris_A) if you have additional questions. I'll keep my notifications open. Have a good one!

    B
    bnavarreAuthor
    April 7, 2020

    @mv32 .  Thank you.  That's generally what I do if I'm printing them out individually; however, when exporting to excel or (my preference) incorporating into a "Management Report" template, they automatically re-expand.  In excel, I have to go through and delete or hide the unwanted lines.  While it's not a huge task, it opens up an opportunity for mistakes.  On the P&L report, it works fine and only exports the collapsed view rows.  Seems like the Balance Sheet would work the same way.

      M
      MirriamM
      April 7, 2020

      Hello again, bnavarre. Thanks for keeping us updated. 

       

      When exporting a balance sheet report in QuickBooks Online (QBO), it will show all the line items associated with a specific account. Right now, what you're doing is the option if you'd not want to display the unwanted lines. 

       

      I can see how this feature would be beneficial to you and other businesses. Rest assured, I'll forward this idea on to our Product Development Team for further review. 

       

      In the meantime, I encourage you to star our blog to keep up with any product updates or improvements on the online version: https://quickbooks.intuit.com/blog/whats-new/.

       

      Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

       

      As always, you can get back to me if you have any additional questions. I'm here for you. Have a great day!

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