Customized Report Guidance

Hello,  mburhansafi. Thank you for reaching out to the Community.

I'm here to assist you with queries about customizing profit and loss reports in QuickBooks Desktop (QBDT).

The option to add balance sheet items to a Profit and Loss (P&L) report is unavailable in QBDT. Since they serve different purposes. The P&L report focuses on income and expenses over a period, while the Balance Sheet shows the financial position at a specific date.

 As a workaround, we can run both reports and consolidate the data by exporting to Excel and combining them into a single file. 

Here's how you can run the report :

1. Go to Reports > Company & Financial > Profit & Loss Standard/ Balance Sheet. 
2. Click on Customize Report.
3. In the Date tab, select the desired date range or enter a custom date range.
4. Click OK to apply the changes and generate the report with the customized date range.

Once done, you can refer to this article for more details about exporting reports: Export reports as Excel workbooks in QuickBooks Desktop.

For future reference, here’s an article that will guide you on how to personalize and memorize the information on your report:

• Customize reports in QuickBooks Desktop
• Understand reports

Keep your posts coming if you have questions about running reports in QBDT.  I'll be one post away if you need assistance. 

The user could also run a "Transaction Detail by Account" report, and select the accounts that you want in this report.  This report subtotals by each account and totals by each high-level account, too.  You will not get all the subtotals that you want, e.g. COGs, Overhead Expenses, and a net income number, but you could export the Transaction Detail by Account report to Excel (I prefer exporting to a .csv file because this file is not linked to QB, which can cause some issues) and then customize the format of the report from there.  I have found that the Transaction Detail by Account report offers a lot of customization.  

One issue with this report that I have not figured out is how to get each line-item of a check to show.  For instance in the Memo line, I see "-MULTIPLE-" but I want the text in the Memo field to be listed, and I want to see EACH line item in a check in this TDBA report.