Good day, @AlRei263.
The Profit and Loss (P&L) report is designed to provide an overview of the organization's financial performance, focusing on broader financial outcomes rather than detailing specific transactions like payment methods. I will clarify why the payment method is shown in the P&L report and the Transaction List by Customer report in QuickBooks Desktop (QBDT).
In QBDT, the P&L report summarizes revenues, costs, and expenses over a specific period to show the business's overall financial performance. It consolidates financial data to indicate net income or loss. Still, it does not typically display the payment methods (e.g., cash, credit card, bank transfer) used in transactions, focusing instead on their overall financial impact. Payment methods are only shown for deposits linked to specific income and expense accounts.
On the other hand, the Transaction List by Customer report displays payment methods because it's structured to offer detailed insights into each customer's transactions, including the methods of payment. This report is helpful for businesses to monitor and manage the payment behaviors of their customers.
Additionally, I include an article if you want to send a report on a regular and recurring scheduled time: Set up and modify Scheduled Reports.
Leveraging custom reports addresses particular challenges and offers deeper perspectives on your business’s financial well-being. If you need more help or have other questions, don’t hesitate to contact us. We are committed to aiding your success in financial management.
