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November 20, 2023
Question

format reports

  • November 20, 2023
  • 1 reply
  • 0 views

How can I reorganise the order categories are in a P&L report?

1 reply

AldritchM
November 20, 2023

Hi, there @ColinB1.

 

Reorganizing categories within the Profit and Loss report is currently unavailable in QuickBooks Online. The system automatically arranges categories alphabetically. However, we can achieve your goal by exporting the data to Excel, allowing you to change the account order.

 

Export QuickBooks report to Excel

 

On the other hand, you can also check about customizing reports for more flexible financial data presentation, even if it doesn't directly address reorganizing categories.

 

If you have other questions about running a report don't hesitate to reply. I would be happy to help you out!