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May 20, 2021
Question

Can I generate a report that shows the sales and expenses of each service in columns side by side for a certain period? Like a P and L report.

  • May 20, 2021
  • 1 reply
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1 reply

May 20, 2021

Hi info1507,

 

It's great to see that you're looking for ways to make the product fit your business. QuickBooks Online allows you to individualize your account around your organization. I can walk you through the process of customizing a report.

 

The report you want is the Profit and Loss. Depending on the subscription you currently use, the choice of reports may vary. The Profit and Loss is available in the QuickBooks Online Plus subscription. The Profit and Loss by Month report is available in all QuickBooks Online subscription types and can be modified to fit your needs.

 

To Customize reports in QuickBooks Online to fit your specifications, follow these simple steps:

  1. Go to Reports from the left navigation menu.
  2. From the Business Overview section in the standard reports, click on the Profit and Loss by Month report.
  3. Click on the Customize button.
  4. Edit the Date, under Columns in the dropdown menu, choose Products and Services.
  5. Click Run Report.

This should provide you with the totals that you're looking for.

 

Should you need any further assistance, reach out. I'm here to help. Take care.