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amy-l-potter-dar
Level 1

I need to run a profit/loss report and a balance sheet for our accountant. I don't see either of those options in the report tab. Any ideas. why?

 
Solved
Best answer September 21, 2020

Best Answers
ReyJohn_D
QuickBooks Team

I need to run a profit/loss report and a balance sheet for our accountant. I don't see either of those options in the report tab. Any ideas. why?

I've got a couple of scenarios to ensure you can view the said reports in QuickBooks Online, @amy-l-potter-dar.

 

First, if you're a non-profit company, the said reports have different name equivalents. The Profit and Loss report is called the Statement of Activity, while the Balance Sheet report is termed as Statement of Financial Position.

 

Another factor is the type of QuickBooks Online (QBO) subscription you have. Most of the reports are available for all QBO users. Some, however, are only accessible for certain subscription levels. For more insights, please check out this article: Reports included in your QuickBooks Online subscription.

 

However, if you're using QBO Advanced and still not seeing those reports, you can log in to your account using a private window. This can help us determine if it's a browser-related issue due to stored cache. Below are the shortcut keys you can use to access one:

  • Ctrl+ Shift + N for Google Chrome A63.PNG .
  • Ctrl + Shift + P for Mozilla Firefox A64.PNG and Microsoft Edge A65.PNG .
  • Command + Shift + N for Safari A66.PNG .

If it works, clear your browser's cache to delete the piled up files that cause unusual QuickBooks Online responses. However, you may use another supported browser if you got the same outcome.

 

You can customize your reports to personalize the details and formats you need the most. Then, memorize them to save their current customization settings for easy access.

 

Click the Reply button if you have more questions or need any QuickBooks help. Have an awesome day.

View solution in original post

1 Comment
ReyJohn_D
QuickBooks Team

I need to run a profit/loss report and a balance sheet for our accountant. I don't see either of those options in the report tab. Any ideas. why?

I've got a couple of scenarios to ensure you can view the said reports in QuickBooks Online, @amy-l-potter-dar.

 

First, if you're a non-profit company, the said reports have different name equivalents. The Profit and Loss report is called the Statement of Activity, while the Balance Sheet report is termed as Statement of Financial Position.

 

Another factor is the type of QuickBooks Online (QBO) subscription you have. Most of the reports are available for all QBO users. Some, however, are only accessible for certain subscription levels. For more insights, please check out this article: Reports included in your QuickBooks Online subscription.

 

However, if you're using QBO Advanced and still not seeing those reports, you can log in to your account using a private window. This can help us determine if it's a browser-related issue due to stored cache. Below are the shortcut keys you can use to access one:

  • Ctrl+ Shift + N for Google Chrome A63.PNG .
  • Ctrl + Shift + P for Mozilla Firefox A64.PNG and Microsoft Edge A65.PNG .
  • Command + Shift + N for Safari A66.PNG .

If it works, clear your browser's cache to delete the piled up files that cause unusual QuickBooks Online responses. However, you may use another supported browser if you got the same outcome.

 

You can customize your reports to personalize the details and formats you need the most. Then, memorize them to save their current customization settings for easy access.

 

Click the Reply button if you have more questions or need any QuickBooks help. Have an awesome day.

View solution in original post

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