Grouping and Subtotaling QuickBooks Reports

Users can group report data and display subtotals for each group in a QuickBooks summary report by selecting the desired grouping from the "Columns" drop-down list in the report window. QuickBooks displays a separate column and subtotal for the selected grouping. For example, a user can select "Quarter" from the "Columns" drop-down list of a "Profit & Loss" standard report for the fiscal year. QuickBooks then groups the fiscal year data by quarter and displays a column and subtotals for each quarter.

QuickBooks allows users to group by numerous time periods (i.e., by day, week, two week, four week, half month, month, quarter, and year). Users also can group and subtotal summary reports by numerous other groupings (such as customer, vendor, item type, etc.). The same groupings are not available for all reports.

Users can group report data and display subtotals in the "Transaction Detail by Account" report by selecting the desired grouping from the "Total By" drop-down list. The "Total By" feature groups and subtotals report data vertically rather than horizontally in separate columns. QuickBooks allows users to group the "Transaction Detail by Account" report by numerous time periods and other groupings, as discussed in the previous paragraph.

In addition, Users can summarize the "Transaction Detail by Account" report by balance sheet accounts (with separate subtotals for account type, assets, liabilities, equity, and the sum of liabilities and equity) or income statement accounts (with separate subtotals for all income and all expenses).