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evelynsovadmin
October 19, 2018
Solved

Custom P&L: how can I show only the "parent account" full total? If I don't select the sub-accounts too, then nothing shows in the P&L. I know this can be done in desktop

  • October 19, 2018
  • 3 replies
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I see that someone else had a question about how to list the sub-account activity totals in a footnote, so it appears they were able to run a P&L with ONLY "parent accounts" showing on the report. This makes a nice streamlined report for management with clutter of all the sub-accounts showing on the page. But if I only select the "parent" account -- nothing shows on the P&L at all--in other words, that parent account isn't a true total of its sub-accounts, it's just a name

    Best answer by arkvalleyinfo

    Hi evelynsov,

    We have good news for you!

    Since the QuickBooks Online v1602 update, we now have Redesigned Reports. Just turn it on and you'll experience a new and easier navigation of the reports including the ability to Collapse or Expand. You will be able to expand parent accounts showing the totals for all the sub-accounts.

    To turn on Redesigned Reports: 

    1. Go to the Gear icon in the upper right corner.
    2. Click QuickBooks Labs under Settings.
    3. Scroll to find Redesigned Reports. (The button to the right will show that it's Off)
    4. Click the button to turn it On. (A pop-up will appear with the words "Redesigned Reports undefined activated")
    5. Click Done in the lower right corner.

    When you open the Profit and Loss Report, you'll now see little triangles to the left of parent accounts' names. Click on a little triangle to collapse or expand an account group. 

    Please feel free to reach out again if you have other questions. We're here to help.

    3 replies

    A
    arkvalleyinfoAnswer
    October 19, 2018

    Hi evelynsov,

    We have good news for you!

    Since the QuickBooks Online v1602 update, we now have Redesigned Reports. Just turn it on and you'll experience a new and easier navigation of the reports including the ability to Collapse or Expand. You will be able to expand parent accounts showing the totals for all the sub-accounts.

    To turn on Redesigned Reports: 

    1. Go to the Gear icon in the upper right corner.
    2. Click QuickBooks Labs under Settings.
    3. Scroll to find Redesigned Reports. (The button to the right will show that it's Off)
    4. Click the button to turn it On. (A pop-up will appear with the words "Redesigned Reports undefined activated")
    5. Click Done in the lower right corner.

    When you open the Profit and Loss Report, you'll now see little triangles to the left of parent accounts' names. Click on a little triangle to collapse or expand an account group. 

    Please feel free to reach out again if you have other questions. We're here to help.

    E
    evelynsovadminAuthor
    October 19, 2018
    Thank you, and thank you to QBO team for adding this valuable feature I'm sure many will appreciate!
    R
    RetiredLF
    October 22, 2019

    A related question to the new collapse question:

     

    Why can't we select a collapse at any sub account level except the lowest?

    If it were possible, we could selectively determine at which of the 3-4 sub account levels we want the data to appear in detail.

     

    Thanks.

    C
    Charies_M
    October 22, 2019

    Thanks for joining this thread, RetiredLF.

     

    It's a good thing that you're able to point this out. At this moment, QuickBooks Online Profit and Loss reports is designed to only have the all or nothing collapse option. In the meantime, you can make use of the suggestion 

     

    I appreciate you for sharing your thoughts on how you'd like to customize this function. We are always open for suggestions that will help improve the product functions. Together with my colleague MichaelDL, allow me to pass through this suggestion to our developers for feature request.

     

    For now, I encourage you to visit our QuickBooks Blog. From there, we share recent happenings and future developments and the latest news about QuickBooks and what our Product Care Team is working on.

     

    You can always visit the Community page if you have questions in the future. I'd be glad to help.

    C
    christylist
    February 9, 2023

    Can you save a customized report with some subaccount collapsed and some subaccount expanded.  I have tried everything I can think of, but everytime I run the report it's all expanded and I have to go thru and manually collapse the subaccount rows I don't need on this report.  I do see where I can collapse all or expand all and it saves in the custom report.  But I have two parent accounts that I need to remain expanded where you can see the subaccount.  And if I select collapse all, the arrow with the option to expand a row goes away.  Any help would be greatly appreciated.

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