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January 30, 2020
Question

Can i change the "Gross Profit" and "Profit" categories on the Profit and Loss. As a non profit we would like to use "Surplus" instead of Profit or "Income over Expenses"

  • January 30, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

January 30, 2020

Hey terry25,

 

I'm glad to see you're taking extra steps to ensure your reports are just right. Report customization in QuickBooks Online is a powerful feature focused on giving you the ability to run your own business. Currently, the report elements that can be renamed on your Profit & Loss are the header and footer. The best way to customize it further is to export it to Excel. I'm happy to help with this.

 

To export your report to Excel, it's just a few simple steps:

  1. Head to your Reports tab and select Profit and Loss
  2. Enter the required Report period then click Run report.
  3. Select the Export icon (between the printer and the gear icons), and then Export to Excel

Alternatively, take a look in the Apps tab of your QuickBooks Online to look for an app with this function. Feel free to submit feedback to our engineering team, so we can keep building an awesome QuickBooks experience together! 

 

I've got your back, so don't hesitate to ask me any more questions.

November 19, 2021

I too would like to be able to do some customization to the P & L layout.

I guess having a basic one and then everyone can export & customize via Excel as they need is the quickest route for QB.

 

Janice

November 19, 2021

Hi Janice. Thanks for chiming in on this thread. I can see the benefit of being able to customize the P&L the way you'd like to. I recommend sending feedback to our engineers using the steps provided above. In the meantime, feel free to ask other questions, I'm here to assist.