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russell-rlbstrat
Level 1

In QBO, how do you access a profit and loss report by client or by job?

 
Solved
Best answer November 16, 2020

Best Answers
ChristieAnn
QuickBooks Team

In QBO, how do you access a profit and loss report by client or by job?

Hi there, russell-rlbstrat.

 

To access the Profit and loss by a client or by the job, you'll need to customize this report. This way, you'll be able to choose the specific client or data you want to see.

 

Here's how:

 

  1. Click the Reports menu at the left panel.
  2. Choose Profit and Loss at the search icon.
  3. Click the Customize button.
  4. Go to the Filter drop-down arrow and checkmark the Customer box.
  5. Choose a specific customer from the drop-down list.
  6. Hit Run report.

 

 

 

For additional information on how you can customize a report to focus on the details you want to view, you can click this article: Customize reports in QuickBooks Online.

 

Please refer to this article to see steps on how you can email, export, and print reports in QuickBooks Online: Run reports in QuickBooks Online.

 

Let me know if there are other details you need to see in the report. I'll be happy to assist you again. Have a nice day!

View solution in original post

3 Comments
ChristieAnn
QuickBooks Team

In QBO, how do you access a profit and loss report by client or by job?

Hi there, russell-rlbstrat.

 

To access the Profit and loss by a client or by the job, you'll need to customize this report. This way, you'll be able to choose the specific client or data you want to see.

 

Here's how:

 

  1. Click the Reports menu at the left panel.
  2. Choose Profit and Loss at the search icon.
  3. Click the Customize button.
  4. Go to the Filter drop-down arrow and checkmark the Customer box.
  5. Choose a specific customer from the drop-down list.
  6. Hit Run report.

 

 

 

For additional information on how you can customize a report to focus on the details you want to view, you can click this article: Customize reports in QuickBooks Online.

 

Please refer to this article to see steps on how you can email, export, and print reports in QuickBooks Online: Run reports in QuickBooks Online.

 

Let me know if there are other details you need to see in the report. I'll be happy to assist you again. Have a nice day!

View solution in original post

russell-rlbstrat
Level 1

In QBO, how do you access a profit and loss report by client or by job?

This was SOOOOO very helpful. Thank you so much.

Kiala_S
QuickBooks Team

In QBO, how do you access a profit and loss report by client or by job?

I'm happy to hear that Christie was able to help you, @russell-rlbstrat! We're here at any time to answer any questions you may have. Enjoy the rest of your day!

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