Skip to main content
February 7, 2023
Question

Can i filter my profit and loss report? Ive tried to customize the report but there is no option to filter the report. Can anyone Help?

  • February 7, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 7, 2023

Hello there. It will be my pleasure to guide you with customizing the Profit and loss report in QuickBooks Online (QBO).

 

Beforehand, I'd like to know what type of profit and loss report you're trying to customize and if you encounter any error messages. To help us to know more details about it and provide the exact resolution to your concern. 

 

Moreover, you can follow the steps below for your guide in customizing the report.

 

  1. Go to the Reports.
  2. Locate and open the Profit and loss report.
  3. Select Customize.
  4. From the Customize report window, open the Rows/Columns section and select Change columns.
  5. Tick the Unrealized Gain or Loss checkbox.
  6. In the Aging section, under the Aging method, select Report date.
  7. Then select Run report to save changes.

 

To learn more about customizing reports and focus on the details that matter the most to you. Please check out this article: Customize reports in QuickBooks Online

 

You may save the customized Profit and Loss report for future use by selecting the Save customization option. The report can then be found on the Reports page under the Custom Reports tab. Here's an article for further reference: Memorize reports in QuickBooks Online.

 

 In case you'll want to export your reports and other data in the future, you can refer to this article: Export reports, lists, and other data from QuickBooks Online.

 

Please tap the Reply button if you need additional information about your concern or further assistance with managing reports in QuickBooks. I'll get back to you as soon as possible. Take care!