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Buy nowWe truly appreciate your long-term trust in using Quickbooks, @75midwest. Transitioning to the updated version of QuickBooks Online can be a bit unfamiliar at first, but I’d be happy to guide you on how to access the report you’re looking for.
To generate a summary view with totals for each parent account and its sub-accounts within income and expense categories for a specified year, follow these steps:
Given that you’re transitioning to the updated platform, I’d also like to share that our QuickBooks Live Expert Assisted team can provide personalized advice to help you adapt and optimize your financial management.
If you have more questions, please don't hesitate to reply in the comments section. We'll loop back to assist you.