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parksbarbie
February 26, 2021
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P&L by class detail?

  • February 26, 2021
  • 1 reply
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Is it possible to do a P&L by class but show the details under an account? For example my 1099 vendors have classes split for each check. The report just shows the total for the month. Is there a way to show the transactions in each class that make up that total?

 

 

Best answer by IamjuViel

You've come to the right place, @parksbarbie.

 

You can run and customize the Profit and Loss report to data your business needs. I can guide you how to do it.

  1. Go to the Reports menu.
  2. Scroll down to the Business Overview sections.
  3. Double-click the Profit and Loss Detail report.
  4. Click the Customize button.
  5. Set the report date range.
  6. From the Rows/Columns section, make sure to mark the following:
    • Date
    • Transaction Type
    • Num
    • Class
    • Split 
    • Amount
    • Balance
  7. Click the Run Report button. 

You can read through these articles as additional reference in generating reports in QuickBooks:

Get back to us here if you have other questions or concerns. I'm always here to help.

1 reply

IamjuViel
IamjuVielAnswer
February 26, 2021

You've come to the right place, @parksbarbie.

 

You can run and customize the Profit and Loss report to data your business needs. I can guide you how to do it.

  1. Go to the Reports menu.
  2. Scroll down to the Business Overview sections.
  3. Double-click the Profit and Loss Detail report.
  4. Click the Customize button.
  5. Set the report date range.
  6. From the Rows/Columns section, make sure to mark the following:
    • Date
    • Transaction Type
    • Num
    • Class
    • Split 
    • Amount
    • Balance
  7. Click the Run Report button. 

You can read through these articles as additional reference in generating reports in QuickBooks:

Get back to us here if you have other questions or concerns. I'm always here to help.

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