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treasurer-onerap
December 20, 2020
Question

How can I exclude some income/expense accounts from my Profit and Loss report?

  • December 20, 2020
  • 1 reply
  • 0 views
I saw another answer in Help suggesting that I can click Customize and there should be a Filters section where I can choose Distribution Accounts, but when I click Customize there's only two sections available, General and Rows/Columns, and neither of those has any option for filtering by distribution account.

    1 reply

    M
    MirriamM
    December 20, 2020

    Welcome aboard to the Community forum, @treasurer-onerap.

     

    If you want to see specific accounts on the report, you're able to filter them manually using the Customize option in QuickBooks Online (QBO).

     

    Here's how:

    1. In the left menu, click Reports.
    2. Under Business overview, select Profit and Loss.
    3. Tap Customize.
    4. Go to the Filter section, select Distribution Account.
    5. Choose an account that you wanted to display on your report.
    6. Click Run report.

    From there, the data will show only the specific accounts you've chosen.

     

    If you're still unable to see the Filter section, let's try performing some basic troubleshooting steps to fix the problem. Sometimes cache stored up in the system can cause unexpected behavior in the product.

     

    You can start by opening a private (incognito) window. Using a safe browser and accessing the program from there can usually fix the issue.

     

    Check out these keyboard shortcuts:

    • Command + Shift + N (Safari)
    • Ctrl+ Shift + N (Google Chrome)
    • Ctrl + Shift + P (Mozilla Firefox) 

    Once done, pull up the report again by following the steps above.

     

    To learn more about customizing your Profit and Loss report, see this article: Customize reports in QuickBooks Online.

     

    You’re more than welcome to visit the Community whenever you need further assistance. I'm here to lend you a hand. Have a good day!

    T
    treasurer-onerapAuthor
    December 20, 2020

    There is no Filter section under Customize in my P&L report. I've tried in the desktop app, in the browser, and in a private browsing window in the browser. I've attached a screenshot of what shows up when I click Customize on a P&L report.

    Rose-A
    Rose-A
    December 21, 2020

    I'd be happy to help keep the process of customizing a report easy and simple. , treasurer-onerap.

     

    To be able to customize and filter the Profit and Loss report, as an initial step, you might want to ensure that you're logged in as the Master Admin of the account.

     

    If you're added as a user in QuickBooks Online, the access and options may vary from one user at a company to another. The system determines what information it displays by each user’s access rights.

     

    You can reach out to the owner of the account or the Master Admin and ask to review your access. Here’s how:

     

    1. Click the Gear icon and select Manage Users.
    2. Highlight the user's name, click Edit.
    3. Under Edit user settings, go to User type.
    4. Make sure to select the correct option to view and customize the Profit and Loss report.
    5. Hit Save.

    However, if you're still unable to filter the report, I'd suggest deleting and adding yourself again. Once done, go back and filter the report.

     

     

    I recommend memorizing the report to save its current customization settings. It serves as your record and helps you quickly access it for future use.

     

    Please get back to me if you continue to get the same results so I can look further into this. I'll be here to keep helping.

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