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Sandie7
September 13, 2020
Question

Income & Expense Detail report

  • September 13, 2020
  • 1 reply
  • 0 views

Does Quickbooks Online have a report that is equivalent to the QB desktop report entitled "Income and Expense Detail"?  The Statement of Activity is close, but I need to see the details within each category.

1 reply

Rose-A
Rose-A
September 13, 2020

Yes, QuickBooks Online has a report that is equivalent to the Income and Expense Detail report in QuickBooks Desktop, Sandie7.

 

You can pull up and run the Profit and Loss Detail report in QuickBooks Online to show all the categories you need.

 

Here's how:

 

  1. Click Report in the left panel.
  2. On the search box, look for the Profit and Loss Detail and click to open the report.
  3. You'll see all the details you need in the report.

I recommend customizing the report to get the specific categories you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

Additionally, in case you want to know what other reports you can pull up, you can go through this article: Reports included in your QuickBooks Online subscription.

 

I'll lend a helping hand if you need further assistance or anything else about QuickBooks reports. Just keep me posted below. Have a good one.

S
Sandie7Author
September 27, 2020

It doesn't appear that this report is available in the Simple Start level of service.  Am I right?

 

R
Rasa-LilaM
September 27, 2020

Thanks for coming back to the Community, @Sandie7.

 

Yes, the Profit and Loss Detail Report is only available in QBO Essentials, Plus, and Advanced. You can consider upgrading to any of these versions so you can access more comprehensive reports.

 

  1. In your company, go to the Gear icon at the top to choose Account and Settings.
  2. Click the Billing & Subscription menu on the left panel to view your more information about the account.
  3. Tap the Upgrade your plan link to view your current subscription and other plans.
  4. From there, review the features for each version and hit Choose plan.
  5. Follow the on-screen instructions to complete the process.

Let me share these links that cover all the features and reports available for each QBO version.

 

Reach out to me if you have any other concerns or questions about QBO. I’ll be right here to answer them for you. Have a great rest of the week.

 

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