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Join nowI have a Simple Start QBO client that was originally set up with the personal account included in QBO. This is making all the non business expenses show on the P&L. I know I can disconnect the bank feed, and make the chart of accounts for this inactive, but is there a way to get the personal bank income and expenses off the reports? Thanks for the help!
Yes, you can customize the report to remove and account, Moconnor1.
You're correct, you can inactivate or disconnect an account linked to your QuickBooks Online account. Before doing so, you can refer to this article for more details on what happens when you disconnect or delete an account: Disconnect or delete an account connected to online banking.
With your Profit and Loss report, you can remove the account by customizing it. I'll show you how:
For more details on how to customize a report, you can click this link: Customize reports in QuickBooks Online.
If there's anything else you need help with, just leave me a reply below. Take care and have a nice day!
Hi Catherine,
Thanks for the quick response! I tried going into the P&L report customize button, but the only filters I have available to me are: General (Date & cash/accrual) or Totals. I don't have the Filters option. Is that due to the subscription level of Simple Start?
Thanks again!
Hello Moconnor1,
Yes, the options mentioned by Catherine are available in QuickBooks Online Essentials, Plus, and Advanced subscriptions. For Simple Start subscription, we can only do the basic customization of the Profit and Loss reports such as Report period, Accounting method, Columns, and etc. You can use this link to compare the reports included in your subscription.
I have a workaround that might work for you. With these steps, you should be able to filter out your income and expense transactions associated to your personal bank account.
From there, you can get the totals of the income and expenses excluding the personal bank account. You can export the customized report to Excel if you want, too.
Keep us posted if you have additional questions. Have a great day!
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