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June 1, 2022
Question

I want to add the profit at start since my business was running 6 month before joining quickbooks

  • June 1, 2022
  • 1 reply
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1 reply

June 1, 2022

Hello there, @Patrick moffia.

 

Don't worry, I'm here to walk you through how to do these things in your company file.

 

If you want to see how each customer affects your profit, there are several reports you can pull up inside QuickBooks. I can share two reports you can use below.

 

Profit & Loss by Job:

 

  1. From the Reports menu, choose Company & Financial.
  2. Use Profit and Loss By Job.
  3. Once launched, click the Customize Report button.
  4. Go to Display and mark the box for % of Income.

Job Profitability Summary

 

  1. Under Reports, pick Jobs, Time & Mileage.
  2. From the drop-down, choose Job Profitability Summary.
  3. To add the percentage, click the Customize button again then pick % Difference.

Once you have the data ready, you can assign that rate on transactions by adding a customized column.

 

I'll be adding a few related links about the reports below:

Kindly update me if you need anything else. I'll be here to help you. Have a good one