cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Stephen-Allen
Level 1

Reports - Profit and loss by customer, apparently you can add percentages - unfortunately mine does not show columns rows in customise? can anyone help please.

this is what Quickbooks suggests below however when I click customise it shows nothing for adding or checking boxes for %. In the Find report by name ▼ dropdown, select the report that you want to open. Select Customise. Select the Rows/Columns ▼ dropdown. Put a check in the % of income checkbox. Note: % of income comes only in case of Profit and Loss report. Select Run report.

1 REPLY 1
JoelES
QuickBooks Team

Reports - Profit and loss by customer, apparently you can add percentages - unfortunately mine does not show columns rows in customise? can anyone help please.

You can add percentage calculations to the Profit and Loss by Customer report using the compare options in QuickBooks Online (QBO), Stephen.

 

Here's how:

 

1. Go to the Reports section.
2. Search for and open the Profit and Loss by Customer report.
3. Click the Compare button located in the top right corner.
4. Check the boxes for the percentage options you want, such as:
  - % of Income to display each line item as a percentage of Total Income.
5. Click Save As to apply the changes.

 

If you do not see the compare option after following these steps, I recommend logging out of your account to determine if the issue is with the system.

 

Additionally, you can refer to this article to learn how to export your data from QuickBooks and obtain a copy of your report list.

 

I'll be around if you have further questions or concerns about QuickBooks. 

Need to get in touch?

Contact us