Profit and Loss by Customer Report is bunching up clients as "other"

Hello there, Kate.

I recognize the significance of having complete visibility into all profit and loss data for your customers.

Since the modern view is set to replace the classic view permanently, I highly encourage you to submit detailed feedback directly to our QuickBooks Product Development team so they can consider adding this functionality in the future.

Here's how you can submit feedback:

1. Click the Gear Icon in the upper-right corner.
2. Under the Profile section, select Feedback.
3. Write your suggestion in the box provided.
4. Once done, click Next to submit your feedback.

In the meantime, you can still use the classic view of the Profit and Loss by Customer Report instead of the modern view.

You can also adjust the Reporting period to reduce the number of customers shown in the report. If your total number of customers for a longer reporting period (e.g., monthly) exceeds 100, consider running the report with a weekly reporting period to generate a smaller dataset.

If you have other questions and concerns, feel free to comment them below.

Hello, 

Thank you for your response. 

I have already submitted a request to look into this issues, QuickBooks Care team opened the case and closed it. I have communicated the issue via screen share, by recording and sharing videos. Here is a message that I have received: "Status Update - Investigation Closed. Our engineers have determined this is working as designed. We appreciate your understanding and encourage you to share your concerns or ideas via the in-product Feedback tool." Hence I am submitting my inquiry here, to see if I am the only one with this issue. So I am not sure if opening the case again will help at all, if the issue is considered non existent. 

The problem with adjusting reporting date range is that some of our projects could be ongoing for months, so the same issue will come up (too many customers on the report). And we do need to see the full picture, start to finish. 

Thanks, 

Kate