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Jim8
Level 1

P/L Reports

I have Quickbooks Pro 2018. How do I get a P&L report on an individual account within a company. We use different accounts for different currency transaction and different types of services. 

2 Comments 2
Kristine Mae
Moderator

P/L Reports

You'll have to customize the P&L report and choose a specific account, Jim8.

 

I can show you how:

  1. Click the Reports menu.
  2. Go to Company & Financial, then choose Profit & Loss Standard.
  3. Click Customize Report, then go to the Filters tab.
  4. In the FILTER box, choose Account.
  5. Click the Account drop-down arrow, then choose a specific account.
  6. Click OK.

I've attached screenshots for your reference.

 

 

If you still need more help with your reports, please let me know and I'd be glad to help out further.

 

qbteachmt
Level 15

P/L Reports

For this: "and different types of services."

 

You don't need More Accounts for that reporting; run your Item-based reports, as Sales and Profit, for instance. One of the main reasons to have different Service items it to avoid needing to micro-manage accounts; just report on the items. Sales by Item Summary, Sales by Customer Summary and columns by item type or item detail.

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