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ron35
Level 1

How do I generate a P&L from my personal accounts and not Business accounts.

 
1 Comment 1
JamesDuanT
Moderator

How do I generate a P&L from my personal accounts and not Business accounts.

Hello ron35,

 

Currently, the Profit and Loss report in QuickBooks Self-Employed is intended for Business type transactions.

 

We can only filter the transactions and export it as Excel.

  1. Click Transaction on the left menu and select Personal.
  2. Select Account: All and Date: All.
  3. Click the Download icon. This will export the data to Excel.

From there, you'll be able customize the data to suit to your needs.

 

You can always get back to us if you require additional help. Have a great day!

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