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April 15, 2024
Question

How do I combine profit and loss report for banking and the credit card accounts?

  • April 15, 2024
  • 1 reply
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I would like to combine profit and loss report for banking account and credit cards used for the business. How can I run 1 accumulative report for all 3 accounts?

1 reply

Tori B
April 15, 2024

Good morning, @JJett1

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope your day is going great so far. 

 

You can filter specific accounts (Income and expense accounts) to simplify your Profit and Loss report. However, this will omit other accounts. To do this: 

 

  1. On the Profit and Loss report, click the Customize button.
  2. Expand the Filter section.
  3. Check Distribution account, then select the specific account you want to show on the report.
  4. Once done, click Run report.

 

 

If you need more help customizing your Profit and Loss report, please check this article for a guide: Customize reports in QuickBooks Online.

 

That should do the trick. Please don't hesitate to let me know if you have any questions or concerns about this process. Take care and have a good one!