How do I separate the transactions depending on the register used when I print a Profit and loss report?

adsantanaconsult · ‎December 08, 2021

I have two check registers (Main Checking and MM). Both share some of the GL lines (ie Utilities). I only want the transactions of the main register to show up on the Profit and Loss by Tag Group report. However, transactions from the other register appear as expenses. I have tried the filters, but it is not filtering out the transactions from the 2nd bank account. Is it possible to print a P

CharleneMaeF · ‎December 08, 2021

I understand how important it is to separate the transactions, adsantanaconsult. I'm here to help you sort this out.

When customizing the Profit and Loss by Tag Group report, we're unable to filter it by bank account. This is the reason you can't separate the transactions from your registers. As a workaround, I'd suggest exporting the report to Excel. Then, manually customize it from there.

Here's how:

Go to the Gear icon and then select Tags.
Click on Run report.
Select the Export button.
Choose Export to Excel.

Once done, remove the transactions that aren't included in the bank account. Then print the report.

Additionally, I've included these articles that'll help you stay informed about using and managing tags in QuickBooks Online:

I'm only a few clicks away if you need assistance in running and customizing reports in QuickBooks Online, adsantanaconsult. I'm always here to assist you.

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How do I separate the transactions depending on the register used when I print a Profit and loss report?

How do I separate the transactions depending on the register used when I print a Profit and loss report?

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