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jellis00
Level 1

Customized Customer profit/loss detail report doesn't show class entries while actual invoices do

Customized Customer profit_loss detail report doesn't show class entries while actual invoices do

1 Comment 1
DivinaMercy_N
Moderator

Customized Customer profit/loss detail report doesn't show class entries while actual invoices do

Hello there, @jellis00. I'm here to make sure you can see the classes assigned to invoices in the Profit and Loss Detail report.

 

In QBDT, you'll only see the class added to a line item of a transaction when running a Profit & Loss Detailed report. Also, if multiple items are entered, only the class of the first line item will be displayed or labeled as Multiple. Please see the screenshot below for reference:

plrreportqbdt.PNG

 

That said, let's verify that the line items added to the invoice have an assigned class. If confirmed and you still can't see anything in the report. We can perform the Rebuild data tool to resolve any integrity issues. Here's how:

 

  1. Go to the File tab, click Utilities and choose Rebuild Data.
  2. Click OK to create a backup file of your company. The Rebuild Data utility will start as soon as the backup is finished.
  3. Select OK when you get the message Rebuild has completed.

 

On the other hand, you can also run the Profit & Loss by Class report and expand to see all the P&L details. Refer to the steps below:

 

  1. Navigate to the Reports tab, hover over to the Company & Financial section and click Profit & Loss by Class.
  2. Set the correct date range and double-click the TOTAL column of the Net Income.
  3. From there, click the Expand button located at the upper right part of the page. 
  4. You can add customization based on what data you want to include. 

 

For more info on how QBDT generates reports, please visit this article: Understand reports. 

 

If you need additional assistance in running reports in QBDT, feel free to leave a reply below. I'd be happy to assist you further. Have a great day ahead and take care. 

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