It isn't possible to run a Profit and Loss (P&L) report by Customer Type, Maggie. The standard P&L report aggregates data at the company level and doesn't offer filtering by customer type in QuickBooks Online. However, there is an alternative you can use, I'll provide it below.
One practical approach is to use external tools like Microsoft Excel or Google Sheets.
Here’s a step-by-step process:
- First, export your P&L data, sales reports, or transaction data detailing customer types from QuickBooks Online.
- Then, import this data into Excel.
- After that, set up columns for each customer type in Excel.
- Sort and categorize transactions into these columns based on customer type.
- Lastly, calculate income, expenses, and net profit or loss for each customer type based on the categorized data.
Once done, I also suggest sending feedback to our product development team. That way, they can get to know your suggestions about the process and may add them in future product updates.
- Go to the Gear icon at the upper right corner of the page. Under the Profile, select Feedback.
- Type in your suggestions.
- Then, submit your request.
Moreover, for more details on exporting reports, check out this article: Export your QuickBooks Online data.
Additionally, you can explore the following articles for further details on handling reports:
For more questions and clarifications, notify us by giving a response below. We're always here to help.
