How to prevent customized report from auto-expanding when printing as PDF

Welcome to the Community, @aphcb.

Let me help you with preventing the collapsed row from auto-expanding when printing a PDF.

We can perform some basic troubleshooting steps to know whether this issue you're experiencing is browser-caused. We can use these keyboard shortcuts to access incognito or private mode. Here's how: 

• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Firefox
• Control + Option +P if you're using Safari.
• Ctrl + Shift + P for Microsoft Edge.

Additionally, I recommend clearing your cache to refresh your website preferences for QBO to run correctly. Also, to ensure you have the best experience while using QBO, we recommend using the latest version of your browser and updating your Adobe Acrobat Reader. By doing this, you will get the most out of the QBO platform.

For a more comprehensive understanding of your reports, I'm dropping the following articles that you can use in the future: 

• Customize reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

Here in the Community, your experience is our top priority. Don't hesitate to leave a reply if you have further questions regarding printing reports. 

Hi SheandL,

I have tried all of your trouble shooting steps and am still having the same issue.  When I print the single report as a PDF, the report is collapsed correctly.  However, when I print the same report as part of a Group, it auto-expands.  

Hi SheandL,

I have tried all of your suggested troubleshooting tips and am still experiencing the same issue.  When I print the customized report as a PDF by itself the rows are collapsed correctly, but when I print it as part of a group it continues to auto-expand to all rows.

Hi there, @aphcb.

I understand the importance of exporting your customized report group to show only the specific rows. Currently, this is how the system works in QuickBooks Online. Rest assured, we can still achieve your goal by exporting each report as a PDF, converting it to a .docx file, and then grouping them in Microsoft Word.

While this feature is currently unavailable in QuickBooks Online, we encourage you to share your feedback directly with our product engineers, as this will help them identify areas for improvement and enhance the overall user experience. Your input is valuable, and our engineers are dedicated to incorporating your suggestions to provide the best service for everyone.

Here's how:

1. Select the Gear icon and choose Feedback.
2. Fill in your suggestions in the Feedback field.
3. Select Next to send it.

Aside from customizing reports, you can also learn how to create and edit management reports in QuickBooks Online.

Feel free to comment below if you have further questions besides the report group that auto-expands when exporting as PDF. The community is always ready to assist you with any concerns. We take every matter seriously and strive to ensure you receive the support you need.

Any update on this feature request? Not being able to print a pdf report with collapsed rows in Quickbooks Online effectively prevents me from using the report writer at all for communicating outside the company because it exposes sensitive information, like investor names in a Balance Sheet report, to anyone who receives the report. 

In addition to forcing me to expose sensitive information in a report, not being able to print a pdf report with collapsed rows also makes the reports unnecessarily detailed and unfriendly to the reader. 

It's great to have you join the discussion, Charlesawalsh. I know that printing your reports in PDf with the customized rows is beneficial for the security of your business. Let me ensure you get the information you need on tracking the feature request.

We value our customers' feedback and recognize its importance in ensuring that QBO meets your business needs. However, we cannot assure you that the feedback is currently being prioritized, as it is being reviewed randomly by our developers. Therefore, we do not have a specific timeline for implementing the requested feature in future updates.

The positive aspect is that you can visit our website to track the status of your feedback and view recently updated ideas in the Customer Feedback for QuickBooks Online. Sharing your feedback will also assist us in enhancing our services to better suit your business requirements. You can reach out to our product engineers by following these steps:

1. Go to the Gear icon, located at the top right corner.
2. Select Feedback.
3. Enter your suggestions/comments and click Submit.

Moreover, you can learn how to memorize your reports for future convenience, in case you need to generate the same report later.

You can return to this thread anytime with further queries on customizing reports. I'll be on the lookout in the comment section for your response, ready to assist. Take care.

I had the same problem.   I could not find the answer using QBO support, however, AI helped.  It said that you cannot print a collapsed report if it is part of a group. So, I ran an individual report and collapsed my chosen accounts, and it printed as I wanted !

I learned from AI that you cannot print a collapsed report if it is part of a group.  So I ran the report individually and collapsed the chosen accounts.  It printed as I wanted.