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jasonblanco
January 5, 2024
Question

Statement of Activity Report - Separate Revenue and Expense Columns

  • January 5, 2024
  • 1 reply
  • 0 views

I'm the treasurer for a non-profit organization, and I'm hoping to replicate the existing activity report. As-is, we present the report with a revenue and expense column throughout. This makes is easy to view whether specific events managed to break even.

 

My efforts thus far either have these events in classes, and the default report has them listed horizontally. It's not a practical format given that it stretches multiple pages wide.

 

A second effort to categorize these event funds as revenue or expense separates them vertically on the report, making them more difficult to review.

 

Is there a way to customize an activity report to have separate revenue and expense columns?

1 reply

A
AbegailS_
January 6, 2024

I’m here to make sure you get the right report with the information you need in QuickBooks. @jasonblanco. 

 

At this time, the option to have separate revenue and expense columns in a single activity report is unavailable within QuickBooks Online's standard report customization features. I understand that this type of report would be very helpful for your financial analysis and decision-making processes.

 

As a workaround, I recommend running two separate reports: one for revenue and one for expenses. You can then export these reports to Excel and manually edit the information to create a combined report with separate revenue and expense columns .Let me show you how:

 

  1. Follow the steps above to run the report.
  2. Click the Export icon.
  3. Choose Export to Excel.

 

Check out the video tutorial on this article for visual reference: How to export reports to Excel.

 

Also, I've added these articles to learn more about reporting in QuickBooks Online:

 

You can always count on us if you need more help navigating your QBO account, especially in managing reports. We're always rooting for your success.

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