Get the Flippy Triangle Disclosure roll-up to work in Excel Exports like QB Desktop
In QB Desktop, if you roll-up sub-accounts with the flippy triangles on a report and then export to Excel, the exported documents only show the level of disclosure you want in the report, but in QB Online the exported report doesn't look like the report on the screen. As a result, to finish off formatting in Excel or modify the report, I've had to spend countless hours re-grouping accounts.
For example, if on a P&L, I only want one line saying "payroll" in the expenses, but I have many sub-accounts for individual positions or classes of employees. In QB Online, even if I roll up the report, when I export to excel, it exports the expenses for each sub-account. QB Desktop was so superior in this regard.