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September 20, 2021
Question

multiple revenue streams

  • September 20, 2021
  • 1 reply
  • 1 view

I want to set Quickbooks up so that I can generate P&L and Balance Sheets for each revenue stream.  We currently are subscribed to the "Simple Start" online version of Quickbooks.

1 reply

Level 9
September 20, 2021

I can walk you through running reports, marcia18.

 

You can run the Balance Sheet and Profit and Loss reports in your QuickBooks Online Simple Start subscription. You can apply multiple filters to customize your report. Most reports have the same set of filters. Some filters are only available on certain reports.

 

Here's how to run a financial report: 

 

  1. Click the Reports menu.
  2. Under the Standard tab, scroll down to the Business overview section.
  3. Look for the financial report you want to run.
  4. If you want to add filters and add columns to your report, you can click the Customize Report button in the upper right. 
  5. Once done customizing, click Run report to refresh.

To help you customize your reports more, you can click here.

 

Once you have set up your account in QuickBooks Online, you adjust settings after you sign up for QuickBooks Online.

 

If you have any follow-up questions about your running reports, please let me know by adding a comment below. I'm always here to help. Keep safe!

marcia18Author
September 22, 2021

This didn't address my questions at all I feel.

 

I know how to run P&L and Balance Sheet reports.

 

What I am looking for is how to set up Quickbooks in such a way that I can run a P&L or Balance Sheet report on any one of the 4 revenue streams I have.