QB for desktop: profit and loss detail report

You’re most welcome, @mottconcord.

Let me share additional information on why the payment method remains blank when running the Profit and Loss Detail report in QuickBooks Desktop.

Profit and Loss report composes of invoices that represent income. When you create an invoice, there’s no option for payment method unless you received a payment. The fields showing on an invoice are the same options that reflect on the report.

However, you can run a Transaction List by Customer that includes payment method in the column. Let me help guide you on how:

1. Go to the Reports menu.
2. Choose Customers & Receivables.
3. Select the Transaction List by Customer.
4. Customize the dates of the report.
5. Click on Customize report to customize the transaction type to Payment.
6. Go to the Filter column.
7. Look for Transaction Type.
8. Select Payment.
9. Click OK.
   

Consider checking this article to learn more about running and customizing reports in QBDT: Understand reports.

You can always get back to me if you need anything else. Thanks for dropping by.