cancel
Showing results for 
Search instead for 
Did you mean: 
dkorol6
Level 1

I am having trouble finding the "filter" function to customize a profit and loss report

 
1 Comment
IamjuViel
QuickBooks Team

I am having trouble finding the "filter" function to customize a profit and loss report

Let me help you sort this out, @dkorol6.

 

I'm glad to help walk you through customizing your Profit and Loss Report.

 

There are a lot ways to customize your Profit and Loss report depending on the information you need.

 

Here's how:

  1. Go to Reports.
  2. Choose any of the following under Business Overview section:
    • Profit and Loss
    • Profit and Loss Detail
    • Profit and Loss Comparison
    • Profit and Loss as % of Total Income
    • Profit and Loss YTD Comparison
    • Profit and Loss by Class
    • Profit and Loss by Customer
    • Profit and Loss by Month
    • Profit and Loss by Territory.
  3. Click the Customize button.
  4. In the Customize Report pop-up window, go to Filter section.
  5. Put a check mark on the data you want to be included on the report.
  6. Also, you can specify the information that will be included by clicking the drop-down arrow.
  7. Click Run Report.

That should do it! This will allow you to customize your financial reports in QuickBooks Online.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us