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superjack1
September 1, 2022
Question

Is there a way to customize the P&L report to show Class at the roll up level, not the sublevel?

  • September 1, 2022
  • 1 reply
  • 0 views

I've created some subclasses that roll up to a "total" class. When I run the P&L, the report shows all classes along with the rolled up total, which is too many columns to see in a report. Is there a way to run a report showing just the rolled up class columns? Thanks!

1 reply

A
AileneA
September 1, 2022

Let me help you change the columns on the P & L report, superjack1. 

 

We can modify the P & L report and customize the filter section and select the parent class, not the sublevel. Once you have the perfect set of filters, it will save them automatically in the report. Here's how:  

 

 

  1. Go to Reports.  
  2. Search the P & L report in the search bar. 
  3. Tap the Customize button.
  4. Under Filter, choose the class drop-down menu and select the parent class.  

 

 

Also, you can save this report to keep a hard copy for future use. 

 

I'm still ready to answer any questions you may have with reports in QuickBooks. Just click the Reply button and I'll get back to you as quickly as I can.

S
superjack1Author
September 6, 2022

Hi AileneA!

 

When I select a parent class in the report filter, the resulting report still shows all child classes. See attached for the filter I used. Is there something else I should be doing?

 

Thanks!

R
RCV
September 6, 2022

Thanks for coming back, superjack1.

 

I appreciate you for performing the recommended steps provided by my colleague. In this case, we can run the Profit and Loss by Class report to show the parent class or the classes you want. Let me show you how:

 

  1. Go to Reports on the left menu.
  2. Enter Profit and Loss by Class in the search field.
  3. Click the Customize button.
  4. Under Filter, choose Class.
  5. Tap the Class drop-down and choose the parent's class or classes.
  6. Press Run report. 

 

Here's an article you can refer to for more details about running reports by class. If the same thing happens, it's possible the browser's cache data is full of frequent access to web pages or is damaged. When this happens, it causes odd behavior when running the report by class. 

 

To better isolate this issue, let's sign in to QuickBooks Online (QBO) using a private or incognito window. This helps us confirm browser-related issues since this mode doesn't use the existing cache data. Let me show you how:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

Then, try running the report again. If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. Removing this should fix the issue since the overtime collection of data can create corruption. We can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue. 

 

Feel free to visit our Reports page for more insights about managing your company's financial reports. 

 

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about exporting reports, please add a reply below. Take care always. 

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