To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm. 

From the left navigation bar, click "Reports".

In the Sales and Customer section, click "Sales by Customer Detail".

Note that Intuit is currently in the process of changing all reports from Classic View to Modern View. When clicking on the report, it will automatically default to the Modern View.

In the next two sections, you will see how to collapse and expand data in both views.

Click the "down arrow" next to This month to date, then select "All Dates".

In the report, click the arrows next to each customer to collapse the details.

*Note: For extra practice, click the arrows for several customers to see how this changes the look of the report.*

When you collapse the detail rows, only the total shows for each customer, which is what Craig wanted to achieve. 

If he needs to expand it again to see the details, he would simply click the same arrows.

Now let's see how this would look in Classic View.

In the Report period field, select "All Dates".

Just like you saw in Modern View, when you collapse the detail rows, only the total shows for each customer, which is what Craig wanted to achieve. If he needs to expand it again to see the details, he would simply click the same arrows.

Want to follow along? [Click here](https://youtu.be/s0hN0A4Mof4) for our video walk-through.

QuickBooks

Intuit

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

Scenario: Craig loves to see the individual sales for each customer, but would like to easily see a summary for each customer at the same time too. 

How can he easily see both the detail and summary in the same report?

A.1.1a Collapse and Expand Data on a Report

Modern View

Classic View

🎥 Video