For additional reference about using custom fields in QuickBooks Desktop, check out this article. Thanks to all. I would like to only display the previous 4 weeks, but when I do this the "Totals" column just shows those 4 weeks for totals which is confusing based on what is displaying for other reports on the dashboard. Visit QuickBooks.com https://goo.gl/ctQRCV.Subscribe to our YouTube channel: https://goo.gl/jY1fyzFollow us on Facebook: https://www.facebook.com/IntuitQuickBooks/Follow us on Twitter: https://twitter.com/QuickBooksFollow us on Instagram: https://www.instagram.com/QuickBooks If i have a few clients setup will I be able to purge a selected client account? Ill be around to help in case you need further assistance in getting started with your new account. How do I delete everything in my QuickBooks and start over? Don't forget to cancel your old account. In the template, I added the custom field as a a data filed field to the header. 33 Ubi Avenue 3 #07-50VERTEX (Tower A)Singapore 408868Tel: +65 6336 0300Email: sales@solarsys.com.sg, MoneyWorks CashbookMoneyWorks ExpressMoneyWorks GoldMoneyWorks DatacentreMoneyWorks NowQuickBooks DesktopQuickBooks OnlineReckon Accounts (Desktop & Enterprise)ACT! Grouping data into columns by customer or class in QuickBooks summary report is now much easier. I guess that's my only option And I suspect that deactivating the template will still leave the custom field as one that has been used. wit (view in My Videos) For Community resources and topics mentioned in this Example:URL showshttps://qbo.intuit.com/app/. By clicking "Continue", you will leave the community and be taken to that site instead. Click Wipe Data once your selections are complete. Once the deletion is complete, you will be rerouted to your home page. If it's 60 days old or older, you need to cancel your account and start a new subscription. Go to Gear icon and select Account and Settings under Your Company. In the QuickBooks section, select Cancel. Before doing so, I recommend printing orexporting your datato keep a copy for future use. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I'm more than happy to help. I have many summary reports where Once the deletion is complete, you will be rerouted to your home page. Welcome Katelynne, who is here to share some quick tips to help you out )QuickBooks Tips & Tricks Adding % to Profit and Loss Report (Free! I think if I can get it off the list, I should be able to delete it. Learn how to delete any object from your report. Here's how to run and customize reports in QuickBooks Desktop. Run a report. On the Report window, select Customize Report. On the Modify Report window, go to the tab/s you need to update, then select OK when you're done. QuickBooks Desktop 2020 gives you the ability to collapse report columns related to jobs or classes. Delete your data and start over in QuickBooks Online. In QuickBooks: Go to Reports > Sales > Sales by Customer Detail. Fax: 925-376-3454. Please know that this option is only available to the Essential, Plus, and Advanced versions of QBO. QuickBooks is always backing you. If you account has reached 30 days or older, you should open a new QBO account instead to get your full discount rates. This happens if a report pulls data of the transactions posted to the account while it was still active. We have articles there that you can utilize for your future tasks. I'll also attach this YouTube video as well: How to erase your QuickBooks Online data and start over. Remove totals column from summary report | Discussions The details about templates are in this awesome article: Create custom email templates in QuickBooks Desktop. Telephone: 925-247-0100 We'd love to get your valuable feedback on this video! Any specific issue? Have a good day! To create this new report, choose Reports > Budgets & Forecasts > Profit & Loss Budget Performance. However, if you plan to resubscribe after a year, you won't be able toaccess your previous data. The QuickTips video for the Desktop version can be found below. You may consider using other templates for that specific purchase order. Good day @jhpujol , At this time, QuickBooks Online doesn't have the option to remove the Total column of your reports. But I've got a couple Customise the Account QuickReportto All Dates, then select Run report. Have a good one! I am using Quickbooks Desktop, how can I do that from here? Powered by WordPress.com. You can use the same user ID and a password you previously had. The column headers are not matching the data. There are no upcoming live seminars at this time. When you're ready, here's how to cancel your account: Once done, please proceed toStep 2under theIf your books are 60 days old or oldersection in this article:Delete your data and start over in QuickBooks Online. I have QBOL Advanced. The actual columns can be removed by modifying the report. This fixes data-related issues on your company file which can be the reason behind this hurdle. If i'm the bookkeeper can i initiate the purge or will it have to be the client? Please check back for updates! . ep QuickBooks Online, QuickBooks Self-Employed, QuickBooks ProAdvisor Program, QuickBooks Online Accountant, QuickBooks Desktop Account, QuickBooks Payments, Other Intuit Services. For more insights, please review this article:What happens to my QuickBooks Online data after I cancel. I'm happy to share them with you. For more details, check this reference:Create New Company Files from Existing Ones in QuickBooks Desktop. Click Customize Report. Have a wonderful Wednesday! Have a good one and stay safe! An Expression uses a structure (syntax) that lets your data show in your reports. The extra blank column creates a shift of the column data one column to the right when we download the report into Excel.