Pivot Table Custom Groups

Overview

This Excel feature allows you to create custom groups and can be particularly helpful in the Financial Summary data models when you want to group accounts in a manner that is different from the QuickBooks natural order or a specific order that you designate.

The Intuit SDK (Software Development Kit) does not expose the specific order of accounts used in financial statements, so it is left to either the order of account numbers, or alpha naming.

For this example, we are going to combine two bank accounts under one name:  You click on two contiguous rows, then click on the ‘Group’ option on the Excel Data Ribbon.

This will be your result:

Change the name to something that is useful to complete your new group.