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O
oropianot-gmail-
June 13, 2024
Question

The profit and loss that I am getting does not show categories that are relevant to us and I don’t know the reason. That is my question.

  • June 13, 2024
  • 2 replies
  • 0 views
Profit and loss is one of a number of common reports that we need to do. The question is how can we modify what we’re getting so that it shows information that we need. The profit and loss that I am getting does not show categories that are relevant to us and I don’t know the reason.

2 replies

J
JoanaC
June 13, 2024
I know that the P&L report is essential for tracking all incoming and outgoing transactions. You can filter the report to choose the relevant categories through the customize option.
 
Please note that the financial report will only show the categories that were assigned to a transaction. You have the option to create specific income and expense categories, then use it when entering your transactions.
 
Here's how to customize your report:
  1. Go to the Reports.
  2. Select and open the Profit and Loss report.
  3. On the upper right corner, click Customize.
  4. You can change the column depends what you need.
  5. On the filter, you can choose what to display in the distribution account, customer, vendor, employee, class, and products and services.
  6. Hit Run Report.

 

Moreover, let me share this article, that can help you modify your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.
 
If you still have further questions, please don't hesitate to reply on this thread. Have a great day, and take care.
Rainflurry
Rainflurry
June 16, 2024

@oropianot-gmail- 

 

The P&L only reports income and expenses to the categories that you assign to transactions.  If you want different ones, you will need to create specific income and expense accounts (and assign those to items if you use items) and assign those to bills, invoices, checks, expenses, etc.  

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