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April 30, 2025
Question

concerns about vcreating an income statement with tags now that it is disappearing

  • April 30, 2025
  • 1 reply
  • 0 views

Now that tags are going away, how do we create a P&L using a custom field.

1 reply

April 30, 2025

I appreciate that you reported this to us, @shirley32. You can add custom fields to some reports in QuickBooks Online (QBO). However, It's not available in the Profit & loss report.

 

You can run another report such as the Transaction list by customer and the Transaction list by vendor to track your income and expenses with Custom fields.

 

To check the lists of available reports using the custom fields in QBO, please refer to this article: Use custom fields in reports in QuickBooks Online

 

Additionally, you may find it helpful to check out this article on how to memorize reports. It provides instructions on how to save the settings of a customized report so you can easily access it whenever needed: Create, access, and modify memorized reports.

 

For additional inquiries about running Profit & Loss, please visit our Community Forum. To get back to us, simply save this thread or use the Reply button below. I'm here and eager to help you further.