I need to create several customized Profit & Loss Reports that show the income line and all expense lines for specific accounts. I know how to do most of it, but here's where I'm stuck. I need it to show ALL of the income and expense lines for those specific accounts, even if they have no activity. But when I select "All rows," it gives me all the rows for the entire COA, and they all show zero. I can't seem to get it to give me all the rows, including zero/no activity ones, for just the distribution accounts I have selected.
It's good you're using QB Online to create your reports. Don't worry, I'll be happy to assist you with customizing your Profit and Loss report.
I recommend running the report and filtering it by the accounts you're working with. To do this, click Reports from the left menu > Profit and Loss > Customize > Filter > Select the accounts you'd like to see > click Run report. Normally, when you select all accounts, you should be able to see the data of those accounts. If this isn't the case, I recommend clearing cache and cookies on your browser. Doing this will help fix most issues the site may be having. Here's an article which shows you how to do that: How to clear Cache and Cookies.
Give this a try and if you're still having issues, I recommend contacting our support team using this link.
Thank you for trying to help me.
I did filter by the accounts I want. I can try clearing my cache, but how do I know which browser QuickBooks is using? When I open the desktop app, it doesn't show. I tried looking in the "help" section of QuickBooks for an answer, but it gave me nothing. I tried Googling my question and found one answer that said to click on the gear icon in QuickBooks, then on tools, and select "internet options," but there is no internet options anywhere under the gear box in QuickBooks.
Thanks for clarifying you're using the Desktop app. Since you're using the app, you'd have to reset the app data instead and here's how:
1. Select Help from the top menu bar (Note: Not the (?)Help menu, but one above it).
2. Select Reset App Data
This works the same way as clearing cache and cookies on a web-browser. Give this a try and if you're still having issues, I recommend contacting our support team using this link.
I both cleared the cache (under the Help tab) and reset the app. I closed it, opened it and signed in again. But when I run my report, I'm still not getting what I want.
Under the customization button, I have selected the one income account and probably about 20 expense lines. If I select "all rows" and "all columns," I get the entire COA with zeros in all the amounts, except the totals for the entire parent line for expense. If I choose either "active" or "non zero" I get only the rows that I have selected that have any activity in them during the specified period. I need to see ALL of the rows, even if they have no activity, but ONLY the rows that I have selected.