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vp8
Level 1

When I go to create a profit and loss detail report, the payment method column is blank, even though most of the expenses have payment methods.

 
1 Comment 1
Nick K
QuickBooks Team

When I go to create a profit and loss detail report, the payment method column is blank, even though most of the expenses have payment methods.

Hi vp8,

 

Being able to customize your reports to include the information you need at a glance is a great way to save time. I can help go over customization options for reports.

 

QuickBooks Online makes it easy to get the company information you need by customizing your reports. When you need to include different columns or to filter certain information in a report is where the customize report feature shines. In order to customize a report you will need to go to:

  1. Go to the Reports menu.
  2. Find and open the report you want.
  3. Use the basic filters at the top of the report to adjust things like the report dates.
  4. Select Customize to open the customization window.

From there you can add new columns or filters to the report to expand or narrow in the information you need to see. I suggest looking through this article for more on the different customize options. The payment method column only shows the payment methods customers pay you with and doesn't show the method you've paid suppliers or bills with. To find this information I recommend using the Bill Payment List Report as it shows all the bill payments you've made and what accounts you used to pay them. 

 

 

If including expense payment methods to the profit and loss report is something that you wish to have as a customization option, you can send feedback to our technicians by following this steps.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Have a great one!

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