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paige_aagi_group
July 12, 2022
Question

Consolidating/collapsing multiple AR accounts into one line on a Balance Sheet report

  • July 12, 2022
  • 1 reply
  • 0 views

I have multiple revenue accounts from different revenue streams which are not necessarily from AR.  I am looking to consolidate or collapse multiple revenue accounts into one  AR line on a Balance Sheet report. I have tried using the collapse feature on the reports function, but the functionality does not produce how I want the report line to look. Is Excel exporting the only way to adjust multiple revenue accounts?

 

1 reply

J
JamesM4
July 12, 2022

Hi there, 

 

Thanks for taking the time to connect with us here. QuickBooks is designed to help you streamline your accounting. I'll be happy to share more info so can get back to doing what you love. 

 

I can see how beneficial it would be to have the reporting options you've listed above. Since these options aren't available in the program, I encourage you to explore third-party apps our site www.apps.com. I suggest choosing an app that suits your business needs based on the app description. You can also send feedback about this feature to our engineers. To do this, click on the Gear icon and look for Feedback. New product ideas and improvements are largely based on the feedback we get from users like you. 

 

In the meantime, feel free to ask other questions. I'm here to steer you in the right direction. 

 

 

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