How to make location a mandatory field for P&L line items?

Running profit and loss reports with class and location is possible, @cwalker90.

QuickBooks provides an option to enable you to track by class and location. This enables you to represent meaningful parts of your company and categorize data from different locations. Thus, adding this column to your report at the same time is feasible.

In this, I recommend turning on your Class and Location Tracking in QuickBooks Online (QBO). Then, run the Profit and Loss by Detail report. Please note that some features in QBO may not be applicable to add to a report. This is why I’m suggesting you pull up the above report to see both data. Afterward, you can start following the steps below to add the columns:

1. Go to the Report menu, and look for Profit and Loss by Detail report.
2. Click the Customise button to see the data according to your preference.
3. Navigate to the Rows/Columns dropdown and tap the Change columns.
4. From there, mark checks the Location and Class columns and click the Run report button.

Moreover, you can check out this article for more details about personalizing your reports based on the data you need the most: Customise reports in QuickBooks Online.

Furthermore, you can utilize this feature for memorising reports in QBO. That way, you can save your previous customization for future use.

That’s it! You can now see both information in the report. Let me know if you have more concerns about customizing reports. The Community always has your back. Have a good one!