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gangelo
September 1, 2020
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Is it possible to run a Detailed Profit and Loss statement with no activity

  • September 1, 2020
  • 1 reply
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If I wanted someone to check accounts and structure, is it possible to run a detailed P&L with no activity? 

Best answer by mv32

Hi there, @gangelo.

 

Yes, it's possible in QuickBooks Desktop to run a Profit and Loss report with no activity to see the standard setup or structure.

 

In addition to my colleague's recommendation, you can customize the report to show all the accounts that have no activity.

 

Just click the Customize Report button on the P&L report to include all the accounts that have 0 activities.

 

Let me show you how:

  1. Go to the Reports menu and then select Company & Financial, then choose the Profit & Loss (either Detail or Standard) report.
  2. Click the Customize Report button.
  3. Select Advanced and then tick All under the Include frame.
  4. Click OK to save the option.
  5. Hit OK to save the customization.

 

Well done! You've run a P&L report with no activity.

 

Besides, you can see this option in the other statements like for Inventory, Purchases, Sales, and many more reports in QuickBooks.

 

Also, you can check the article provided by ReyJohn_D to learn more ways on how to customize a statement.

 

Additionally, to save the customization of the report, you can click the Memorize button and see it under Memorized Reports in the Reports menu when pulling it up once again in the future.

 

Feel free to reach us again if you need further assistance. The Community is always at your back to help. Have a great day and more power to your business!

1 reply

R
ReyJohn_D
September 1, 2020

It depends on what version of QuickBooks Desktop you're using, @gangelo.

 

If you're using the Pro or the Premier versions, you can only restrict their access but they won't be able to see the Profit and Loss Detail report.

However, if you have the Enterprise version, you can create a "view-only" user so they won't be able to change or edit anything on the said report. 


Here's how:

 

  1. Go to the Company menu at the top.
  2.  Select Set Up Users and Password and then tap Set up Users.
  3. Click Add User.
  4.  Fill out the User Name, Password, and Confirm Password fields, and then click Next.
  5. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, and then pick Next.
  6. If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No Access, or Selective Access.
  7. Hit Finish when done.

For more details, feel free to browse this resource: QuickBooks Desktop User and Restrictions.

 

Also, you can customize your reports to personalize their info and formats. Then, you'll want to memorize them to save their current customization settings for easy access.


I'm always around to help for any QuickBooks concerns you may have. Take care and have a fantastic day.

G
gangeloAuthor
September 3, 2020

I was asking more towards the standpoint in you do not have data in QuickBooks. Is it possible to run a P&L to view the standard setup or structure?

M
mv32Answer
September 3, 2020

Hi there, @gangelo.

 

Yes, it's possible in QuickBooks Desktop to run a Profit and Loss report with no activity to see the standard setup or structure.

 

In addition to my colleague's recommendation, you can customize the report to show all the accounts that have no activity.

 

Just click the Customize Report button on the P&L report to include all the accounts that have 0 activities.

 

Let me show you how:

  1. Go to the Reports menu and then select Company & Financial, then choose the Profit & Loss (either Detail or Standard) report.
  2. Click the Customize Report button.
  3. Select Advanced and then tick All under the Include frame.
  4. Click OK to save the option.
  5. Hit OK to save the customization.

 

Well done! You've run a P&L report with no activity.

 

Besides, you can see this option in the other statements like for Inventory, Purchases, Sales, and many more reports in QuickBooks.

 

Also, you can check the article provided by ReyJohn_D to learn more ways on how to customize a statement.

 

Additionally, to save the customization of the report, you can click the Memorize button and see it under Memorized Reports in the Reports menu when pulling it up once again in the future.

 

Feel free to reach us again if you need further assistance. The Community is always at your back to help. Have a great day and more power to your business!

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