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BondiBuddha
August 18, 2023
Question

creating a profit and loss report excluding certain bank accounts

  • August 18, 2023
  • 1 reply
  • 0 views

I am hoping someone here can help me find a way to accomplish this:

 

In July 2022, I took on two partners in my business. I am a contractor, and my partnership agreement with them included keeping the same entity and adding them as members to my LLC. Any projects I had before July, whether completed or not, income, expenses, and net profit were assigned to me. When we started, I opened a new bank account and so assigned any new project income and expenses to that account ( in the same quickbooks account). This issue is I thought I would be able to run a p&l or balance sheet report specifying bank accounts, but I am told by every person I speak to at QB tech support this is not possible. Does anyone know a workaround? I did open a new account, but I have so many transactions it will take forever to sort out. Also, migrating the data is not working completely. I would appreciate any help. Thanks. Rob

1 reply

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ChristieAnn 11
August 18, 2023

Thank you for visiting the QuickBooks Community, BondiBuddha. Please know that we aim to deliver customer satisfaction at all times and address an issue as soon as possible. With this, may ask for additional information what are you referring to? Are you trying to run the financial reports with a specific bank account? Also, did you receive a specific error message when migrating data? I appreciate any further details so I can provide accurate information.

 

Don't hesitate to add a comment below and provide additional details about your concern. I'm always around to help, BondiBuddha.

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