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J
JDBurgess
November 15, 2020
Question

Custom report Grouped by Class

  • November 15, 2020
  • 1 reply
  • 0 views

I have created a report - Grouped by Class - with a column "Net Amount"  I want the report to only show NON zero totals for each class.  Examples are for vehicles purchased & sold - I want only to show the units that are still available for sale.  Thank you

 

CLASS              DATE              TRANS TYPE         NAME                    MEMO                  NET AMT

J123456        10/01/2020       INVOICE            JONES             2010   CAVALIER              3500.00

J123456         09/30/2020       CHEQUE           SMITH             2010  CAVALIER            <3500.00>

___________________________________________________________________________________

TOTAL                                                                                                                                          0.00     DO NOT SHOW

 

J654321       10/01/2020        CHEQUE           PETERS             2015   FUSION                  7500.00

____________________________________________________________________________________

TOTAL                                                                                                                                            7500.00   SHOW

1 reply

L
LauraAB
November 16, 2020

Hello JDBurgess,

 

I'm glad to hear that you're working with QuickBooks Online's customization options for report to tailor the information in a way that makes sense for your business. The customization feature has a number of column and filtering options to highlight or hide certain information depending on your needs, and I'd be happy to go over this with you.

 

I can appreciate how having the option to filter out amounts that are zero would be useful. In this case, knowing what report you started with for these customizations would help with letting you know what the specific options are. However, all of the available options are at your disposal when you click the Customize button. If you're not seeing the option to filter or only run for non-zero amounts, then it's likely not an option for that report. This article goes over the general customization options for you: Customize reports in QuickBooks Online

 

If the report you're working with doesn't give you the option for non-zero amounts, I have a couple of suggestions for you. The first is to export the report to Excel to be able to remove the amounts that are at zero. I've got an article that can help with that: Export your reports to Excel from QuickBooks Online

 

My next suggestion is to share your feedback via the steps in this article: How do I submit feedback? Comments left here are forwarded to the product development team to let them know what users are looking for when it comes to working with QuickBooks Online. It's a great way to have your voice heard.

 

Feel free to share any additional information here if you think it might help with coming up with other options. I'm happy to look into this to make sure you have the options available to you.

 

Take care.

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