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.