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How can I run an profit and loss report for just one bank account?

 
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QuickBooks Team

How can I run an profit and loss report for just one bank account?

Hello there, @steve-bostic.

 

Filtering your Profit and Loss report by just one bank account is currently unavailable. However, you can use and enable the Track locations feature to set up a location for each bank account. This way, you can assign each transaction you enter to one of those locations/bank accounts. 

 

Before we start, please know that the Track locations feature, is available in the QuickBooks Online Plus and Advanced versions. To turn on, go to your company's Accounts and Settings. Choose the Advanced menu, then click the Categories section to select the Track Locations checkbox.

 

After that, set up location for your bank account.

  1. Go to the Gear icon.
  2. Choose All Lists under the Lists column.
  3. On the Lists screen, select Locations.
  4. Select New.
  5. Enter the bank account name in the Name field.
  6. Select Save.

Once done, manually update your transactions by choosing the location/bank account from the Location field list.

 

When completed, you can add a Location column to your Profit and Loss report to view the lists of transactions for your bank account.

  1. Go to the Reports menu.
  2. Search the Profit and Loss report in the search box.
  3. Select Customize.
  4. In the Customize report panel, select the Filter drop-down.
  5. Click the box before Location, then select the bank account in the drop-down arrow.
  6. Click Run report.

If you want to save the customized Profit and Loss report for future reference, you can refer to this article for the detailed steps: Customize reports in QuickBooks Online. It also contains information on how to share it via email.

 

Please let me know if you have other concerns. I'm just around to help.

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