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Just wondering if there is a way to run a P&L or Balance Sheet report and be able to choose just a few accounts, instead of all accounts?

I would like to run a Balance Sheet  or P&L report and only see the balances on a couple of account, for example just run a Balance Sheet report and filter to just report  on Total HST and Total Fixed Assets? Instead of all the accounts showing
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Best answer 06-28-2019

Best Answers
QuickBooks Team

Just wondering if there is a way to run a P&L or Balance Sheet report and be able to choose just a few accounts, instead of all accounts?

Hello,

 

That's a great question and I'll be happy to assist. Having access to the right data is important for your business. QuickBooks Online is a powerful software that lets you generate and customize reports in a few easy steps. While you can't filter the Balance Sheet report by accounts, it's possible to achieve the results you're looking for when running a P&L report. Here's how:

  1. Select Reports from the left menu.
  2. Select Profit and Loss.
  3. Select Customize from the top right side.
  4. Select Filter.
  5. On the Distribution account box, select the triangle pointing down to expand the drop-down menu.
  6. Scroll down and select the accounts you wish to display by checking the corresponding boxes.
  7. Select Run report.

For more details about how to run reports in QuickBooks Online, check this community article.

 

Reach out if you need help with anything else.

View solution in original post

1 Comment
QuickBooks Team

Just wondering if there is a way to run a P&L or Balance Sheet report and be able to choose just a few accounts, instead of all accounts?

Hello,

 

That's a great question and I'll be happy to assist. Having access to the right data is important for your business. QuickBooks Online is a powerful software that lets you generate and customize reports in a few easy steps. While you can't filter the Balance Sheet report by accounts, it's possible to achieve the results you're looking for when running a P&L report. Here's how:

  1. Select Reports from the left menu.
  2. Select Profit and Loss.
  3. Select Customize from the top right side.
  4. Select Filter.
  5. On the Distribution account box, select the triangle pointing down to expand the drop-down menu.
  6. Scroll down and select the accounts you wish to display by checking the corresponding boxes.
  7. Select Run report.

For more details about how to run reports in QuickBooks Online, check this community article.

 

Reach out if you need help with anything else.

View solution in original post