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Frequent Explorer *

Custom P&L - Filtering by Distribution Accounts - Not Working

I'm trying to build a custom P&L, but when I run the report using the filter by distribution account customization, it is including all the accounts, including the ones I did not select in the drop down. Any ideas on why this would be happening?  

5 Comments
QuickBooks Team

Re: Custom P&L - Filtering by Distribution Accounts - Not Working

Hey @arthurb,

 

Let me guide you in performing some troubleshooting steps to successfully apply filters on your Profit and Loss report.

 

When filtering your reports, they are automatically applied after clicking on Run Report. Also, when you filter the Distribution Account for the report, make sure that you choose the specific account instead of the general filters.

 

If it's not applying the filters, you'll need to filter it using a private browser to isolate if it's a browser issue. You may use these keyboard shortcuts to open one:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If you're able to view the report with the applied filter, then you'll need to offload some data from your default browser. You can clear your browser's cache to remove temporary internet files and improve its performance.

 

But if you're still unable to view the report correctly, you may need to run it using a different browser.

 

Don't hesitate to tag me in your comment if you have any other concerns. I'll be around to help you.

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Frequent Explorer *

Re: Custom P&L - Filtering by Distribution Accounts - Not Working

Hi Alessandra, we are using the downloaded version of QBO so there is no browser to reset. I am choosing specific accounts rather than general filters. I tried it on a reset Google Chrome browser to see if that might help, and it did not. Any other ideas?

 

Thanks! 

QuickBooks Team

Re: Custom P&L - Filtering by Distribution Accounts - Not Working

Hi there, @arthurb!

 

You can pull up your Profit and Loss Detail report and filter it with the specific accounts of your choice. I'm here to help you accomplish this.

 

Instead of customizing your general Profit and Loss report, you can pull up your Profit and Loss Detail report and customize it.

 

Nevertheless, here's how you can pull up and customize your Profit and Loss Detail report:

  1. Go to the Reports page.
  2. Under Business overview, select Profit and Loss Detail.
  3. Click Customize.
  4. Under Filter, select Distribution Account.
  5. Choose an account that you wanted to display on your report.
  6. Click Run report.

Once completed, you'll surely be able to filter your Profit and Loss Detail report with only specific accounts you've chosen.

 

In addition, here's an article you can read to learn more about customizing your Profit and Loss report: How to Customize your Profit and Loss Report?

 

Lastly, you can save this customized report for easy-viewing when needed in the future. Just click the Save customization button, then go to the Custom reports tab to find this report.

 

Should you need additional help in customizing your Profit and Loss report? Just leave it in the comment section below, I'll be always around to help you out.

Frequent Explorer *

Re: Custom P&L - Filtering by Distribution Accounts - Not Working

Hi Jonpril, I am doing that and it isn't working. I want to see each account I have checked, including those with 0 balance for the year. Is that possible? When I set it to include "all rows" (so it includes 0 balance) and have my distribution filter on, it includes rows I do not have checked. 

QuickBooks Team

Re: Custom P&L - Filtering by Distribution Accounts - Not Working

Hello there, @arthurb.

 

Allow me to join the thread and help share additional information about running reports in QuickBooks Online (QBO).

 

When selecting All Rows/All Columns when running the Profit and Loss report in QBO, it'll will really include all accounts with zero balance. As of now, we don't have the option to just include the distribution account you've selected.

 

However, you can run the Account List report to check each account balances. You may customize the report or export the report to Excel and customize the report from there. To run the report, look for Account List on the report's search field.

 

For additional reference about customizing and exporting reports, you can check these articles:

 

You can always get back to me by adding  a post/comment below if you have any other questions about running reports in QBO. Have a great day ahead!