Question

The P & L detail report is missing from my report list on QB Online, where did it go?

Forum|Forum|2 years ago
August 22, 2023
1 reply
10 views

QuickBooks Online

J

JamesAndrewM

Moderator

I'd gladly help you locate your Profit and Loss Detail Report, NSI7.

Have there been any changes or updates to your subscription recently? Like downgrading? As you know, this type of report is unavailable if you are in Simple Start. If there's no downgrading happens, we can perform basic troubleshooting steps to see if it's a browser issue. Sometimes your browser's cache and cookies become corrupted, causing problems when accessing websites or setting up accounts. To begin, open your QBO account in an incognito window. It will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clearing the cache. It will also help you get rid of any junk files that might be slowing down your work.

You can visit this article to learn ways to customize your reports: Common custom reports in QuickBooks Online.

I'd appreciate hearing any updates after you've completed the steps, as I want to make sure this resolves your concern. Please don't hesitate to contact us again. Have a fantastic day!

N

NSI7Author

I operate 2 companies in QuickBooks Online using the same browser. The P & L Detail report is still available on the other company's list of reports. The only P & L Report available on this company is called Profit and Loss by Tag Group under the For My Accountant Grouping of reports. I use this report often, can tech support restore this report back to my standard reports?

M

Mich_S

Level 5

I appreciate the additional details you shared, NSI7. Allow me to join the thread and provide insights on this.

There are specific reports available in every subscription. The Profit and Loss (P&L) report specifically, is only available in QuickBooks Online Essentials, Plus, and Advanced. Having said that, I recommend verifying your plan type on your Account and Settings page. See the image below for reference:

If you're using QBO Simple Start, then the P&L Detail report is unavailable just like what JamesAndrewM mentioned. You'll want to consider upgrading your account to access more comprehensive reports. Simply review the available plans and pricing first then select Upgrade your plan on your Billing & Subscription area. Check out the snapshot below for a visual guide:

If not, I suggest contacting our Customer Support team since you're getting the same result after performing the suggested troubleshooting above. This allows them to investigate more thoroughly and offer recommendations for restoring the data. Here's how:

Tap the (?) Help icon.
Click on Talk to a Human.
Type in a short description of your concern and press Enter.
Select I still need a human.
Choose Contact Us to connect with our live support.
Select Messaging or Get a callback.

Please note the hours of operation to make sure experts are ready for assistance.

Let me share these links that cover all the features and reports available for each QBO version.

If you're all set, feel free also to explore this module about resolving differences in your account balances: Reconcile an account in QuickBooks Online.

Keep me posted if you have any other concerns or further questions. I'll always have your back. Take the best care!

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