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November 18, 2022
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How do I add additional filters in a custom report?

  • November 18, 2022
  • 1 reply
  • 0 views

Hi,

 

What am I missing?  I added a filter/account to customize and P&L report, I can only seem to add ONE account.  How do I add multiple other accounts/filters?

 

Thank you!

Best answer by CharleneMaeF

I'll help you add multiple accounts, NameUser.

 

Let's personalize the Profit and Loss report to add the multiple accounts. I'll show you how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Locate and open Profit and Loss.
  3. Click Customize.
  4. In the Filter section, click the drop-down arrow beside the Distribution Account.
  5. Place a checkmark on the accounts you want to select.
  6. Click on Run report.
  7. Once done, click on Save customization.

 

For more details, please see this article: Customize Report in QuickBooks Online.

 

If the accounts are still missing, let's access your QuickBooks Online account via a private window. This is a great place to determine if this is a browser-related issue. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, save the report again. If it works, let's clear the browser's cache. Doing so helps us improve the program's performance. Otherwise, I'd recommend using other supported browsers.

 

Additionally, I've added articles that'll help you learn more about what you can do with your reports to get the details needed: 

 

 

Please keep us posted if you need assistance in running and customizing your reports in QuickBooks. We want to make sure you'll be able to filter the correct details.

1 reply

November 18, 2022

I'll help you add multiple accounts, NameUser.

 

Let's personalize the Profit and Loss report to add the multiple accounts. I'll show you how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Locate and open Profit and Loss.
  3. Click Customize.
  4. In the Filter section, click the drop-down arrow beside the Distribution Account.
  5. Place a checkmark on the accounts you want to select.
  6. Click on Run report.
  7. Once done, click on Save customization.

 

For more details, please see this article: Customize Report in QuickBooks Online.

 

If the accounts are still missing, let's access your QuickBooks Online account via a private window. This is a great place to determine if this is a browser-related issue. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, save the report again. If it works, let's clear the browser's cache. Doing so helps us improve the program's performance. Otherwise, I'd recommend using other supported browsers.

 

Additionally, I've added articles that'll help you learn more about what you can do with your reports to get the details needed: 

 

 

Please keep us posted if you need assistance in running and customizing your reports in QuickBooks. We want to make sure you'll be able to filter the correct details.

NameUserAuthor
November 20, 2022

Thanks!  Appreciate the help!