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May 12, 2024
Question

How can i get the P&L to only show categoties not all the detail?

  • May 12, 2024
  • 2 replies
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2 replies

BigRedConsulting
May 12, 2024

The P&L is a summary report and does not show detailed transactions.

May 12, 2024

I’ll make sure you'll be able to exclude those details in your Profit and Loss (P&L) report, Matt.

 

In QuickBooks Online (QBOthe default information shown when you run a P&L report are only account categories and their total. I've attached a screenshot below for your reference.




If you notice extra details in your P&L report, it's due to the added Rows/Columns section. You can exclude them by customizing your P&L report. Uncheck any unneeded filters in the Select and Reorder columns option.

 

I'll show you how:

 

  1. Go to the Reports in the main menu.
  2. On the Reports screen, search for the Profit and Loss Report using the search bar on the right.
  3. Click the Customize button at the top right of your screen.
  4. Enter the correct reporting period, then click the Filter dropdown.
  5. Uncheck the box of the specific details in the Select and reorder columns by hitting the Rows/Columns dropdown.

    Refer to the attached screenshot below:




  6. Once done, choose Run Report.

 

You can also read this article for the complete details: Customize reports in QuickBooks Online.

 

I've also included some articles that guide how to run and manage reports in QBO:

 

 

You can always drop by here if you need help while running and customizing reports in QuickBooks Online. My team and I are always around to help.

BigRedConsulting
May 12, 2024

@Aldren18  I tried, but it does not appear to be possible to follow your instructions. I don't see any of the details you mention in your steps when I try to modify the report, which appears to be a standard P&L when I run it, showing only totals by account, as expected.