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Buy nowGood thing you posted in the Community, @duffyolsen.
Can you tell me what QuickBooks Online (QBO) version you're currently subscribed to?
Certain reports are available depending on the version of QBO you're using. The Profit and Loss Detail report is only available in QBO Essentials, Plus, and Advanced. If you're using the Simple Start version, you're unable to find the report on your account.
For more information, see this article: Reports included in your QuickBooks Online Subscription.
You may want to upgrade your subscription in order to have this report. To do so, you can utilize this link for the detailed process: Upgrade or downgrade your QuickBooks Online subscription.
Once you've upgraded, you can now run a Profit and Loss Detail report. I'll show you how.
You'll want to read this article to learn how to personalize and focus on specific detail when running reports: Customize reports in QuickBooks Online.
Please let me know in the comment section below if you require additional help running reports in QuickBooks Online. You can count on some assistance from me. Take care and have a good one!
I have the QuickBooks Online Advanced and cannot find this report. What gives?
Thank you for sharing with QuickBooks plan you're using, @marysta . I have information and troubleshooting steps to help you display the Profit and Loss Detail report.
I'd like to know what access role you have in the QuickBooks Online (QBO) Advanced account. If your access can't view P&L Detail reports, you'll need to reach out to the company admin and request a role change to allow you to run this report.
If you're the primary admin and the report won't show, we can perform some basic troubleshooting steps.
Let's start by logging in to your account via private or incognito mode to avoid storing damaged data files that can cause errors when using a web-based program. Feel free to utilize the shortcut keys below:
Google Chrome: press Ctrl + Shift + N
Microsoft Edge: press Ctrl + Shift + N
Safari: press Command + Shift +N
Then, run the report. Once this works, clear the cache of the default browser to remove the accumulated data file that causes the error. If the issue persists, you can use another supported browser or device. This happens if the current one you're using has a temporary issue with the program.
For further particulars, visit this article to learn more about the different roles in QBO and check on how to change your roles in QuickBooks online:
Additionally, if you want to save your current customization reports you can check this article: Memorize a report.
If there’s anything more you need or if there are other ways we can assist you, please feel free to contact us. We're here to guide you.
@JeraldR "This happens if the current one you're using has a temporary issue with the program."
Either it's not a temporary problem, or constantly telling people to clear the cache isn't correct.
You can't have it both ways.
This report is no longer available in QBO Essentials. Clients who have migrated from QBDT had the P&L Detail report, but can no longer access it in QBO Essentials. Why not?
I know how important it is to generate the Profit and Loss Detail report for a clear view of our finances. Let's check your user access to see if you have permission to pull the report and confirm your QuickBooks Online (QBO) subscription version to understand why the report isn't available to you. I'm excited to help you with this.
To check if you have the necessary permissions to access reports, follow these steps:
Once verified, visit this article for further information on the access details you have: User roles and access rights.
As for checking your QBO version, it is important since the Profit and Loss Detail report is available when using QBO Essentials. To confirm your subscription, here's how:
If you've subscribed to Simple Start, you can consider upgrading to the higher version of QBO to view the report.
Additionally, you can check this article for more information about the reports available in each QBO plan: Reports included in your QuickBooks Online subscription.
If you want to personalize your reports in QBO, you can refer to this article for guidance: Customize reports in QuickBooks Online.
Furthermore, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.
We're all ears if you encounter any other issues when running a report in QBO. Just leave a reply.
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