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February 28, 2021
Question

When running a Profit and Loss report it only seems to detail Business P&L, how do i produce a Personal P&L and/or a combined Business and Personal P&L?

  • February 28, 2021
  • 1 reply
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1 reply

MichelleBh
February 28, 2021

Hello, @sundstromcider-g.

 

I'm here to present steps on how to get a personal transaction report in QuickBooks Self-Employed (QBSE). 

 

I'd suggest pulling up the Business and personal expense report if you categorized the owner's withdrawal to transfer. 

 

Here's how: 

 

  1. Click the Reports tab.
  2. Choose the Business and personal expenses section.
  3. Pick a Year to Date in the drop-down menu. 
  4. Hit View link.

 

If you didn't see this option in your account, that means the transaction is not categorized as a transfer. Also, the transactions you've tracked under Personal will not appear in any of the reports. For more details, check out this article: Categorize money transfers in QuickBooks Self-Employed.

 

I've also added some articles about customizing reports, FAQs in QBSE, and managing transactions. 

 

 

Let me know if you have follow-up questions. I'm happy to support you. Have a great day.