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Akervin
March 5, 2024
Question

Combining multiple Chart of Accounts into one report

  • March 5, 2024
  • 2 replies
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My chart of accounts is set up to an industry standard that separates out everything thing and I'd like to be able to combine certain sub accounts into 1 report. For example I am required to separate out utilities into landline, cellphone, internet, electricity, water, sewer, waste removal, etc. All of these accounts have been categorized under the "utilities" sub-account. However, when I run report on all my chart of accounts and then filter by that subcategory my results do not show any numbers I get nothing. If I go into classic view and filter by account and select all of them manually I get a list of the accounts but it does not show a balance or even the account description (See attached). I am trying to look at total utility cost for this particular report. Can someone help me on this. 

 

 

 

2 replies

AlverMarkT
AlverMarkT
March 5, 2024

Hi, @Akervin. It's great seeing you again in the Community. 

 

I can suggest an alternative report that combines all the sub-accounts of the Utilities expense account and displays the total utility cost. 

 

Just a heads up, the report I'll suggest won't include an account Description column. You will have to combine or edit both reports below outside of QuickBooks Online (QBO) to include the account description.

 

You can consider running the Transaction by Detail Account report. Here are the steps:

 

  1. In your QBO account, go to Reports.
  2. For convenience, click on Switch to classic view.
  3. Choose the Report period.
  4. Select Customize.
  5. Select Change columns. (Uncheck unnecessary columns and add the columns you'd like to add to the report.)
  6. Scroll down to the Filter section. 
  7. Choose Utilities (or its sub-accounts) from the Distribution Account drop-down menu.
  8. Click on the Export icon.

 

Next, run the Chart of Account (or Account List) report. 

 

  1. Go to your Chart of Accounts, then select the Run report tab.
  2. For convenience, click on Switch to classic view.
  3. Select Customize.
  4. Scroll down to the Filter section.
  5. From the Account drop-down menu, choose Utilities and its corresponding sub-accounts.
  6. Hit Run report.
  7. Click on the Export icon.

 

After having both reports, you can then combine them within Excel. 

 

To save the current customizations of the report, you can refer to this article: Memorize reports in QuickBooks Online.

 

We'll be here in the Community if you have further questions running a single report combining all sub-accounts in QBO. We're committed to offering ongoing support. Take care.

4
4Gal
March 6, 2024

@Akervin 

Consider to explore a Business Intelligent app to integrate with multiple QBO accounts.

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