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Best answer November 16, 2020
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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:
- Click the Reports menu at the left panel.
- Choose Profit and Loss at the search icon.
- Click the Customize button.
- Go to the Filter drop-down arrow and checkmark the Customer box.
- Choose a specific customer from the drop-down list.
- 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!
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:
- Click the Reports menu at the left panel.
- Choose Profit and Loss at the search icon.
- Click the Customize button.
- Go to the Filter drop-down arrow and checkmark the Customer box.
- Choose a specific customer from the drop-down list.
- 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!
