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poplolly
Level 1

Quickbooks Mac: Create P&L report omitting only a few certain categories

A year ago, switched from Quickbooks Desktop for PC which I had used for 14 years, to a Mac, and what used to be quite simple with the PC program is now very difficult on the Mac, if even possible at all.  I have been very frustrated with this program despite working with it for a year.  

I need to create a 5 year P&L comparison report, totalled by category, and by year. There are some expense categories (only a few) I do not want to be included.  None of the help topics I have seen address this particular problem.

 

I can get the all-inclusive 5 yr P&L totalled the way I need - except for filtering out those certain categories - and there only about 5 I need to eliminate.  Is there any way of checking all the categories (select all) and unchecking just the ones I don't want included?  I used to be able to do that on the PC, but don't see a way to do it on the Mac.  

Please help!

 

1 Comment 1
AlexV
QuickBooks Team

Quickbooks Mac: Create P&L report omitting only a few certain categories

Thanks for posting here, poplolly.

 

Currently, we have to manually select or unselect the categories we don't want to include in the report. However, we can memorize a customized report. That way, you don't need to keep on customizing it every time you pull it up. All you have to do is select the Memorize button.

 

Then, go to Reports and select Memorized Reports to open a memorized report. You can replace the existing report or create a new one with a different name if you made changes.

 

Here are the detailed steps in customizing reports in QuickBooks Desktop for Mac.

 

I understand that you want to have such functionality so I'll forward this to our developers.

 

Comment to this thread if you need anything else. Take care!

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