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March 10, 2023
Question

Is there a way to run and export a report that shows profit and loss detail for the year rather than just the summary?

  • March 10, 2023
  • 1 reply
  • 0 views
In Quickbooks Desktop, there were both a summary and a detailed report for Profit and Loss, but in Quickbooks Online, I only see an option for a Summary report. I know that I can click on the total to get the transactions that make up that total, but how do I export this information in a single file for all categories? Thanks!

1 reply

AlcaeusF
March 10, 2023

Hi there, carrie42.

 

I'm here to share information about running and exporting reports in QuickBooks Online (QBO).

 

Users using the Simple Start version can only access the summary version of the Profit and Loss report. The Profit and Loss Detail report is only in QBO Essentials, Plus, and Advanced.

 

You can check out this article for more details: Reports included in your QuickBooks Online subscription.

 

If you're using the Simple Start version, consider upgrading your current subscription so you can access all financial reports. For the detailed steps on how to do it, refer to this article: Upgrade or downgrade your QuickBooks Online subscription.

 

I'll add this article that tackles customizing and exporting reports for further guidance:

 

 

You can also visit our website for more tips and other resources you can use in the future: Self-help articles.

 

Please leave a comment below if you have more questions about reports or anything else QuickBooks. I'll be here to help. Take care.