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Level 1

customizing P & L reports

I have the Essentials version & do not have the option in the drop down menu of columns to filter by class.

1 Comment 1

customizing P & L reports

How are you doing, Terry192?


The option to filter the Profit and Loss report by class is applicable in QuickBooks Online Plus and Advanced.  That said, we're unable to do it in essentials since the class feature is available on the other QuickBooks plan.


You may want to upgrade to use this feature and be able to customize the report by class. In case you want to upgrade your plan, you can follow the steps below:


  1. Go to the Gear icon.
  2. Click Account and Settings under Your Company.
  3. Select the Billing & Subscription menu.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Choose plan you want, it's either Plus and Advanced.
  6. Confirm your payment information and then, click Save.


You can visit here to compare each QuickBooks plan features.


Get back to me if you have other questions with the Profit and Loss report. I'm always ready to help you figure them out! Take care.

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