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Feb 24, 2024 10:40 PM UTC
Question

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

I need to see a detailed breakdown of all transactions inside of the category..

5 replies

Feb 24, 2024 11:51 PM UTC

I'm well aware that every penny counts, Peel. No worries, I'm here to route you to the appropriate steps in running a detailed Profit and Loss report. 

 

We can run a Profit and Loss Detail report. This report provides a detailed breakdown of transactions.

 

Here's how: 

 

  1. Go to Reports. 
  2. Type Profit and Loss Detail in the search bar. 
  3. You may click Customize and filter the rest of the information to your preference such as Date, Name, and so on. 
  4. On the Profit and Loss Detail page, you can now see the breakdown of your transactions.

    The screenshot is added for your visual reference. 



Additionally, I've added this article for your reference if you want to memorize reports so you can find, run, export, and edit or delete them from your custom reports once you save the customization: Memorize reports in QuickBooks Online. 

 

Please don't hesitate to click the reply button if you need additional assistance. I'll be one click away. Take care.

Peel 11Author
Feb 26, 2024 11:17 PM UTC

Wow, i swear i searched that with no luck and now its there! Thanks!

Feb 26, 2024 11:54 PM UTC

You're most welcome, Peel.

 

I appreciate your taking the time to let us know that the solution given by my colleague was able to help you.

 

As always, the Community is full of QuickBooks experts, so don't hesitate to ask. We love helping you achieve your goals. I hope your business succeeds!