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orch42
March 19, 2023
Question

Can't see Profit and Loss Detail Report in QBO Plus

  • March 19, 2023
  • 2 replies
  • 0 views

I just migrated from Desktop, and need to create a Profit and Loss Detail Report for the whole fiscal year to compare with my Desktop version and make sure everything imported correctly (and we use this report frequently).

 

We have Quickbooks Online Plus, and the "Reports included in your QuickBooks Online subscription" website says we should be able to create this report.

 

However, in my list of reports, the only option presented is "Profit and Loss by Tag Group".  Why don't I see the detail option?  Do they call it something different, or is there a problem with my account?

2 replies

K
Kurt_M
March 19, 2023

Hi there, @orch42. Let's get you through this to ensure you get the data you need inside QuickBooks Online (QBO).


Please be aware that if your company is Non-profit, you'll have the Statement of Activity by detail report, which is equivalent to having a Profit and Loss by Detail report. I'll write down the steps below to get you going. To begin, here's how: 

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. In the Search bar, type Statement of Activity by Detail.
  4. Click the report.

 

In addition, here's an article to help you modify your reports and add more details: Customize reports in QuickBooks Online.

 

Don't hesitate to leave a comment below if you need further assistance with this, @orch42. I'll be here, ready to help you. Stay safe, and have a nice day!

O
orch42Author
March 19, 2023

Thanks for your reply.  My business IS a non-profit, so we don't want to change our status. But we still need this report.  None of my research before we subscribed to the software indicated that we wouldn't have full access to the Plus level program features. Is there a knowledge article somewhere that explains how our version is different from the regular Plus version?

 

Thank you for your help.

J
JamesAndrewM
March 19, 2023

We appreciate you getting back to the thread and making a follow-up, @orch42. I'll conform and share some information to clear things up.

 

The Statement of Activity by Detail report serves as a timeline of all transactions that occurred. If the organization is a non-profit, a statement of activities is required. It means that having this report is the same as having a Profit and Loss Detail Report; they only differ in name.

 

There's also no need to change the company type. You are free to continue as is, using the report to track your imported data. You may review the previous post for the updated answer.

 

Feel free to utilize these articles for information that could help you:

 

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

N
NateJT
February 8, 2025

I changed the account type from Nonprofit to corporation. Logged out, logged back in. Changed it back to Nonprofit, logged out, logged back in. Now I have the Nonprofit reports!

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