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Angella22
Level 1
posted
‎April 03, 2023 04:08 AM
last updated ‎April 03, 2023 4:08 AM

How can we customize the P& L and Trial Balance reports such that on Display option we get Grid view of classes Vs Totals just like the Budget Vs Actuals Report

 
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1 Comment 1
LeizylM
QuickBooks Team
QuickBooks Team
‎April 03, 2023 06:09 AM

How can we customize the P& L and Trial Balance reports such that on Display option we get Grid view of classes Vs Totals just like the Budget Vs Actuals Report

Hi there, Angella22. I'm here to help you get the report you need.

 

Customizing the Profit & Loss and Trial Balance reports to display a grid view would be a great option. The closest way to achieve this is by exporting the report to excel to modify the column.

 

Here's how: 

 

  1. Go to the Reports menu.
  2. Select the report you want to open.
  3. Click the Customize button to filter and add the data you need.
  4. Once done, select Run report.
  5. Then, click the Export icon.
  6. Choose Export to Excel.

 

I encourage you to add your vote by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews the suggestions they receive to ensure we’re meeting the needs of our customers.

 

Additionally, I've added these articles that'll help you personalise your reports in QuickBooks Online:

 

 

I'd appreciate it if you'll keep us posted if you need additional assistance managing your reports. We want to make sure your books are accurate.

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