Learn how to collapse and expand columns in a report like a report by job or class.
- [Instructor] In QuickBooks 2020, … you can collapse or expand columns and reports … to look at results like jobs for a customer, … or quickly switch to looking … at the customer's total numbers. … This exercise file has a password of Admin12345 … and the A is a capital letter. … To see how collapsing columns works, … I'm going to go to the reports menu … and then point at company and financial, … and I'm going to choose profit and loss by job. … The next thing I'm going to do, … once I'm looking at this report, … is I'm going to change the dates. … So up at the top, … I'm going to click the down arrow for dates … and I'm going to select all. … Now this report has columns for each of the customers, … and if the customer has jobs, … you'll see a column for each of the jobs, … as well as any values that don't go with the job … and the total for the customer, … so that's multiple columns … for each customer that has jobs. … Well this is fine if you want to see the details … for each of the jobs. …
Author
Updated
12/13/2019Released
4/15/2015- Adding, hiding, and sorting list entries
- Changing fields in record windows
- Finding info quickly
- Numbering transactions
- Adding logos to checks
- Applying discounts and credits to bills
- Invoicing cost overruns or fixed-price jobs
- Receiving payments
- Using journal entries
- Saving time on common tasks
Skill Level Intermediate
Duration
Views
Q: This course was updated on 12/08/2017. What changed?
A: The following topics were updated: using Find and Search, restarting transaction numbering, sorting bills, and tracking most recent year’s earnings and earlier retained earnings separately.
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Introduction
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Welcome1m 6s
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Using the exercise files2m 58s
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1. Working with QuickBooks Lists
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2. Displaying Information
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Making reminders easy to see3m 41s
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3. Quickly Finding Information
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Using Find and Search5m 18s
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4. Numbering Transactions
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5. Working with Expense Transactions
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Sorting bills4m 7s
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6. Invoicing
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Tracking nonbillable time5m 47s
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Handling fixed-price jobs8m 10s
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7. Receiving Payments
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8. Working with Journal Entries
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9. Working with Dates
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10. Other Time-Saving Tricks
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Collapse report columns2m 6s
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Conclusion
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Next steps38s
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Video: Collapse report columns