Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Nov 18, 2022 6:23 AM UTC
Solved

How do I add additional filters in a custom report?

Hi,

 

What am I missing?  I added a filter/account to customize and P&L report, I can only seem to add ONE account.  How do I add multiple other accounts/filters?

 

Thank you!

QuickBooks Team
Nov 18, 2022 7:11 AM UTC

I'll help you add multiple accounts, NameUser.

 

Let's personalize the Profit and Loss report to add the multiple accounts. I'll show you how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Locate and open Profit and Loss.
  3. Click Customize.
  4. In the Filter section, click the drop-down arrow beside the Distribution Account.
  5. Place a checkmark on the accounts you want to select.
  6. Click on Run report.
  7. Once done, click on Save customization.

 

For more details, please see this article: Customize Report in QuickBooks Online.

 

If the accounts are still missing, let's access your QuickBooks Online account via a private window. This is a great place to determine if this is a browser-related issue. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, save the report again. If it works, let's clear the browser's cache. Doing so helps us improve the program's performance. Otherwise, I'd recommend using other supported browsers.

 

Additionally, I've added articles that'll help you learn more about what you can do with your reports to get the details needed: 

 

 

Please keep us posted if you need assistance in running and customizing your reports in QuickBooks. We want to make sure you'll be able to filter the correct details.

4 replies

QuickBooks Team
Nov 18, 2022 7:11 AM UTC

I'll help you add multiple accounts, NameUser.

 

Let's personalize the Profit and Loss report to add the multiple accounts. I'll show you how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Locate and open Profit and Loss.
  3. Click Customize.
  4. In the Filter section, click the drop-down arrow beside the Distribution Account.
  5. Place a checkmark on the accounts you want to select.
  6. Click on Run report.
  7. Once done, click on Save customization.

 

For more details, please see this article: Customize Report in QuickBooks Online.

 

If the accounts are still missing, let's access your QuickBooks Online account via a private window. This is a great place to determine if this is a browser-related issue. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, save the report again. If it works, let's clear the browser's cache. Doing so helps us improve the program's performance. Otherwise, I'd recommend using other supported browsers.

 

Additionally, I've added articles that'll help you learn more about what you can do with your reports to get the details needed: 

 

 

Please keep us posted if you need assistance in running and customizing your reports in QuickBooks. We want to make sure you'll be able to filter the correct details.

NameUserAuthor
Nov 20, 2022 4:29 AM UTC

Thanks!  Appreciate the help!