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lrichards
Level 2

Can I print a Profit & Loss Detail Report including a column for Customer/Project?

 
1 Comment 1
KlentB
Moderator

Can I print a Profit & Loss Detail Report including a column for Customer/Project?

Yes, we can definitely do it, lrichards.

 

We can pull up then print the Profit & Loss Detail Report by Customer report to show the summary of revenues, costs, and expenses incurred by a particular customer. I'll show you how:

 

  1. Select Reports from the sidebar menu.
  2. Enter "Profit & Loss Detail Report by Customer" in the search bar.
  3. Click the Customize button.
  4. Set the desired reporting date.
  5. Under Filter, select the appropriate customer from the Customer drop-down menu.
  6. Click Run report, then select the Print icon.
  7. Choose Print again.

I recommend memorizing this report to save its current customization settings.

 

With QuickBooks Online, we can also personalize your report to get awesome insights about your business.

 

Should you have any other concerns or questions, you can find me here. Assistance is just a post away.

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