Reports - Suppressing Sub-Accounts


P

PT

Suppose I have an income statement account which includes three related
sub-accounts. Is there a simple way to produce a report in which only the
group total appears under the heading of the main account?
 
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A

Adrian Boliston

PT said:
Suppose I have an income statement account which includes three
related sub-accounts. Is there a simple way to produce a report in
which only the group total appears under the heading of the main
account?
In the "account" filter box there should be an option (2nd from top on v6)
of "selected accounts" where you check only the accounts you want shown.
 
P

PT

That's not exactly what I mean. Suppose I have these accounts:

Printing (Main)
Printing - Division 1 (Sub of Main - Balance = $2,000.00)
Printing - Division 2 (Sub of Main - Balance = $3,000.00)
Printing - Division 3 (Sub of Main - Balance = $4,000.00)

I'd like the report to roll up the three sub accounts and only
print/display:
Printing (Main) Balance = $9,000.00 - the sum of the three sub accounts.

Thus, the detail would be suppressed, and only the total displayed.

I've been using Peachtree up to now. Peachtree enables the report to be set
up using "roll-up"
accounts as above. I'm hoping there's a way to do this in QB 2005 Pro.


--
PT
PT said:
Suppose I have an income statement account which includes three
related sub-accounts. Is there a simple way to produce a report in
which only the group total appears under the heading of the main
account?
In the "account" filter box there should be an option (2nd from top on v6)
of "selected accounts" where you check only the accounts you want shown.
 
A

Allan Martin

PT said:
That's not exactly what I mean. Suppose I have these accounts:

Printing (Main)
Printing - Division 1 (Sub of Main - Balance = $2,000.00)
Printing - Division 2 (Sub of Main - Balance = $3,000.00)
Printing - Division 3 (Sub of Main - Balance = $4,000.00)

I'd like the report to roll up the three sub accounts and only
print/display:
Printing (Main) Balance = $9,000.00 - the sum of the three sub accounts.

Thus, the detail would be suppressed, and only the total displayed.

I've been using Peachtree up to now. Peachtree enables the report to be
set
up using "roll-up"
accounts as above. I'm hoping there's a way to do this in QB 2005 Pro.

Either the Accountant's Edition or a third party financial statment
reporter.
 
A

Adrian Boliston

PT said:
That's not exactly what I mean. Suppose I have these accounts:

Printing (Main)
Printing - Division 1 (Sub of Main - Balance = $2,000.00)
Printing - Division 2 (Sub of Main - Balance = $3,000.00)
Printing - Division 3 (Sub of Main - Balance = $4,000.00)

I'd like the report to roll up the three sub accounts and only
print/display:
Printing (Main) Balance = $9,000.00 - the sum of the three sub
accounts.

Thus, the detail would be suppressed, and only the total displayed.

I've been using Peachtree up to now. Peachtree enables the report to
be set up using "roll-up"
accounts as above. I'm hoping there's a way to do this in QB 2005
Pro.




In the "account" filter box there should be an option (2nd from top
on v6) of "selected accounts" where you check only the accounts you
want shown.
Is there a "collapse" / "expand" button which will mask or reveal the sub
accounts?
 
A

Allan Martin

Adrian Boliston said:
Is there a "collapse" / "expand" button which will mask or reveal the sub
accounts?
True but its an all or nothing option. There may be some groupings where the
collapse is not desired. But you may have solved the OP's problem.
 
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P

PT

Now that I think about it, I suppose I could export the report to Excel and
create the desired template to link to the QB produced report.

--
PT

Adrian Boliston said:
Is there a "collapse" / "expand" button which will mask or reveal the sub
accounts?
True but its an all or nothing option. There may be some groupings where the
collapse is not desired. But you may have solved the OP's problem.
 

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