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Frank15
April 27, 2019
Question

How do I remove one bank account from a P&L report?

  • April 27, 2019
  • 1 reply
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1 reply

J
JamesDuanT
April 27, 2019

Hello Frank,

 

Though the Profit and Loss report is automatically filtered to All Income/Expense Accounts, we can still customise it and remove a bank account. Here's how:

  1. Open the Profit and Loss report and click the Customise button.
  2. Go to the Filter section and mark the Distribution Account box.
  3. Mark the (Select all) box. You can also mark multiple accounts if necessary.
  4. Unmark the bank account's box.
  5. Click Run report.

I'll get back to you if you need anything else.

F
Frank15Author
May 3, 2019

Thanks for advice; it works; now, how do I show (in a P&L report) a transfer, from an account that is still in the P&L, to the account that I have selected to be out of the P&L  Thanks, Frank

J
Joyce_P
May 3, 2019

Hello there, Frank.

 

The profit and loss report only shows the transactions based on the customization of the report. 

 

In your case, since the bank account is already removed from the report, the transfer will also not show in it. You'll want to include the Bank account you've removed so the transfer will show in the P&L report.

 

Here's how:

  1. Go to Reports and search for the Profit and Loss report.
  2. Click the Customize button.
  3. Select the Filter section.
  4. Check the Distribution Account box.
  5. In the Distribution account drop-down, check the bank account that the transfer is located.
  6. Click Run report.

Don't hesitate to visit us again if you need more help.

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