Question

reports using specific filters

Forum|Forum|6 years ago
April 10, 2020
2 replies
3 views

in QBO, I need to run a P&L report for specific description. For example #506 is specifid description for so I need to run the report using that #. It was possible in desktop pro but can't find out how in qbo

QuickBooks Online

C

CharleneMaeF

QuickBooks Team

Hi there, KTC34208.

Currently, you're unable to run a Profit and Loss report for a specific description. However, you can use the Transaction List with Split report and export it to excel to filter it. I'll guide you how.

Go to the Reports menu.
Type in Transaction List with Split in the search bar.
From there, click the Export icon, then choose Export to excel.

For further guidance, you can check out this link: Export reports to Excel from QuickBooks Online.

You can also check this article to learn how to run more reports in QuickBooks: Run Reports in QuicBooks Online.

Don't hesitate to comment below. The Community will always have your back.

K

KTC34208Author

Thank you but I don't need a transaction report - I need a P&L report using a specifice description. I just purchased the online program so it looks like I will have to cancel the subscription which is a real pain as I need access from anywhere. I did read something about using tags - can I use a certain tag to run a P&L by switching the description to a tag.... I wonder...??

Thanks in advance!

Kristine Mae

Moderator

Let me make it up to you, KTC34208.

You can use the class or location tracking feature instead. These features help you track and categorize transactions by segments.

I'll show you how you can turn on the feature:

Click the Gear icon.
Select Account and Settings.
Go to the Advanced tab.
Click the Pencil icon in the Categories section.
Tick the Track classes or Track locations box.
Click Save, then Done.

Once you've set them up and add them to your transactions, you can run reports like Profit and Loss by Class or Profit and Loss by Location. This will help you check sales and expenses by segments.

If you have additional questions, just click the Reply button below. We'll get back to you as soon as I can.

J

JAK-TSD

I am using Quickbooks for Mac 2019 Desktop version

I am trying to create a custom transaction detail report showing all the transactions under each category (Advertising, Shipping, Commissions, etc, etc) but selecting specific multiple accounts for this report. I am not seeing a way to create this report and use the filters to select different accounts I want included (checking, loan, credit card, etc.). The report shows every account I have in Quickbooks. This used to be easy but it's changed in QB 2019

MaryLandT

Level 10

Thanks for joining this thread, Foosh9,

Let me clear things out for you. There are modifications in QuickBooks Desktop for Mac 2020 which may include changes to report filters.

You can open the Report Center so you can choose a statement and add filters to show the information you want.

To add a filter:

In the Report window, click the Filters tab on the sidebar (also known as the customize panel), located on the right side of the report.
The panel will display available filters.
Mark the checkbox next to the filter(s) you want to use.
If you don’t see the filter you want, try searching for it in the search bar, located below the Filters tab.
Set the options for the filter, if needed.
QuickBooks automatically applies your chosen filter to the report.

You can also refer to this file: QuickBooks Desktop Mac 2020 User’s Guide, then proceed to page 207 to learn more on how to filter a report.

Keep in touch if you have follow-up questions. I'm always right here to help.

J

JAK-TSD

I see Filters on the report header (not Sidebar) but there are no options to select specific accounts that should be included in the report (and exclude the others). This is where I've been having issues all along.

See screenshot attached showing the report and the available filters.

Thanks

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