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
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
user04773
October 17, 2022
Question

Reports for property owner, profit & loss and financing activities

I am looking for a report for a property owner that should show income and expense and financing activities in one report.

 

Meaning, the owner pays mortgages each month which are split in 3. Principal, which is a Liability, Escrow which is also a liability or asset and interest expense.  When you run a P&L, it shows all income and expense, so the interest expense shows up on the report but the principal and escrow payment not. 

 

When you run a cash flow statement the financing activities shows up but only net income, so you don't see income and expenses.

 

Any idea how to get one report to show it all?

BTW QuickBooks Online is being used. 

Thank you

2 replies

lin_jcaj
Level 9
October 17, 2022

I've got a way how you can get those data in one report, user04773.

 

The option to run and create a report to see the list of your income, expenses, and financing activities in one report is unavailable. 

 

What you can do, is, pull up two different reports, export them into Excel, then combine them to get the data needed.

 

You can run the Profit and Loss report for income and expenses. Then, pull up the Balance Sheet report for your liability and assets activities.

 

To export reports:

 

  1. Go to Business overview and select Reports (Take me there).
  2. Search for the report you want to export.
  3. Select the Export icon at the top. Then select Export to Excel.

 

In addition, check these articles to learn more about what you can do with basic reports to get the data that matters to you most:

 

 

I'll be here to keep helping if you need more help with reports or other QuickBooks issues.

user04773Author
October 17, 2022

So you charge me $360 per year (as of October 2022) and I can't get a report that shows all activity without also buying excel and putting in all the manual labor of exporting, importing and adjusting the calculations manually?  Not only that but you want to me to spend another $275 per year, just to be able to split the report into months columns.  

 

Your greed will be your undoing.  Fix your product within 30 days, otherwise I'm going to create a competitor. 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement