Once you've finished upgrading your subscription, you can follow these steps to filter your P&L report. This helps you view the specific accounts you wanted to check in QuickBooks. Here's how:
Go to Reports and search for Profit and Loss report.
Click Customize, then select Filter.
Check the Distribution Account box and select the boxes for the accounts you wanted to view in this report.
Click Run report.
I've also added an article that will help you in customizing your reports in QBO. This will help you focus on specific details that you need to know about business: Customize reports in QBO.
In addition, you can memorize these reports if you want the same settings of the customized report to be available for future use. This way, you do not have to go through the customization process again.
You can always tag me in the comment section if you have further questions in running your reports in QBO. I'll get back to you as soon as I can. Stay safe.
How do I create a custom P&L report to exclude a few expense catagories from the summary, or omit an entire bank account ? I have Simple Start. Which upgrade is needed?
Thanks for the reply and info. I figured I needed to upgrade as right now I am on Simple Start at $80/year (promo period ends 5/9/20). I followed the "upgrade plan" links and see that Essentials plan would cost be $430/year and it does not have "reports" checked on the compare features list. It looks like I would have to subscribe to the Advanced program for $1417/year to get "Get smart reporting powered by Fathom" and do what I need to do. Am I wrong on my assumptions? That is just way to costly for a simple report customization!