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Peel
Level 1

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

I need to see a detailed breakdown of all transactions inside of the category..
5 Comments 5
MAnneJ
QuickBooks Team

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

I'm well aware that every penny counts, Peel. No worries, I'm here to route you to the appropriate steps in running a detailed Profit and Loss report. 

 

We can run a Profit and Loss Detail report. This report provides a detailed breakdown of transactions.

 

Here's how: 

 

  1. Go to Reports. 
  2. Type Profit and Loss Detail in the search bar. 
  3. You may click Customize and filter the rest of the information to your preference such as Date, Name, and so on. 
  4. On the Profit and Loss Detail page, you can now see the breakdown of your transactions.

    The screenshot is added for your visual reference. 

    Detail P and L.PNG

Additionally, I've added this article for your reference if you want to memorize reports so you can find, run, export, and edit or delete them from your custom reports once you save the customization: Memorize reports in QuickBooks Online. 

 

Please don't hesitate to click the reply button if you need additional assistance. I'll be one click away. Take care.

Peel
Level 1

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

Wow, i swear i searched that with no luck and now its there! Thanks!

GlinetteC
Moderator

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

You're most welcome, Peel.

 

I appreciate your taking the time to let us know that the solution given by my colleague was able to help you.

 

As always, the Community is full of QuickBooks experts, so don't hesitate to ask. We love helping you achieve your goals. I hope your business succeeds!

JackieD
Level 1

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

When i type profit and loss detail, no report appears, how do i get a detailed profit and loss in QuickBooks Online Accountant version.

KimberlyS
QuickBooks Team

How do I run a DETAILED P&L, not a standard? I pay $90/month and cant run this simple report?

I know why the report doesn't come up upon searching, JackieD. Let me add more details about this one, including some workaround to keep you going.

 

Extra spaces, misspelled words, and special characters can affect the system's ability to recognize the information you're referring to when searching a report in QuickBooks Online Accountant. That's why the exact data you need doesn't appear on your end. Therefore, please avoid them when utilizing the Search bar.

 

Alternatively, you can manually locate the report from the Reports tab. Here's how:

 

  1. Head to Reports from the left pane.
  2. Ensure you're on the Standard tab under the Reports page.
  3. Scroll down to the Business overview section.
  4. Find and select the Profit and Loss Detail report from the list.
  5. Choose the appropriate Reporting Period and Accounting method. You can also customize your data to specify specific information you want to review.
  6. Click on Run Report.

 

On the other hand, you might want to scan this material whenever you're required to save a copy of your report to your local hard drive: Export reports, lists, and other data from QuickBooks Online.

 

Consider seeking assistance here in the forum when you need help accessing reports in QuickBooks Online Accountant. This way, we can get back to you as soon as possible to address your inquiries.

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