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March 26, 2019
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P&L Report Titles

  • March 26, 2019
  • 1 reply
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Hi All- I have about 75 cost centers (Organized by Classes).  If I need to print a P&L for one(1) Cost Center, I filter it by the Class name.  Is there a way to put the Class Name at the top of the P&L Report that's generated by QB?

Thanks

 

**As an aside, it would really be nice if at the bottom of the report, the filter parameters were listed so that anyone looking at the report would know exactly what the data represents.  Having all the filter parameters would clearly address my needs.  Is this possible?

Best answer by Catherine_B

Yes, you can change report titles, 2robertc. 

 

You can also save this report so you won't need to filter them back again. 

 

Here's how: 

  1. Go to the Reports menu and then select Company and Financial
  2. Choose Profit & Loss by Class.
  3. Click on the Customize Report button. 
  4. In the Header/Footer tab, you can change the Report Title
  5. Once done, click OK
  6. To save the customized report, click on the Memorize option. 
  7. Mark a check on the Save in Memorized Report Group box and choose where you'll want to save it. 
  8. Then, click OK

You can locate the saved reports in the Reports menu and by choosing Memorized Reports

 

The option to have the filter parameters showing at the bottom of the report is not available. I'll send this feedback directly to our engineer that you'd need this feature. 

 

Reach out to me if you have further concerns. I'm around to help!

1 reply

March 26, 2019

Yes, you can change report titles, 2robertc. 

 

You can also save this report so you won't need to filter them back again. 

 

Here's how: 

  1. Go to the Reports menu and then select Company and Financial
  2. Choose Profit & Loss by Class.
  3. Click on the Customize Report button. 
  4. In the Header/Footer tab, you can change the Report Title
  5. Once done, click OK
  6. To save the customized report, click on the Memorize option. 
  7. Mark a check on the Save in Memorized Report Group box and choose where you'll want to save it. 
  8. Then, click OK

You can locate the saved reports in the Reports menu and by choosing Memorized Reports

 

The option to have the filter parameters showing at the bottom of the report is not available. I'll send this feedback directly to our engineer that you'd need this feature. 

 

Reach out to me if you have further concerns. I'm around to help!

April 7, 2019

Dear,

 

I need urgent help. I am working with Quickbooks and i need to put these days the P&L from 2016 in our Quickbooks. 

Please find my attachment. Also i need to know how to put exactly the final amounts per activity. Please explain i to me step by step, also with pictures if can.

My email address is:

[email address removed]

Thanks a lot for your support.

 

Best regards,

 

Orsolya Balogh