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caryspa23
Level 1

Department Reports

How do I setup a Department report showing only Department Income (from a revenue account), minus Department Expenses (from one or more expense accounts) minus Department Payroll (from one or more payroll accounts)?  We have multiple departmental profit centers that we like to look at individually in a given period.  Easy to set up in Quickbooks Pro desktop, but not so easy in Quickbooks Plus online.

4 Comments 4
Anonymous
Not applicable

Department Reports

Hey there, @caryspa23,

 

It's nice to have you here today. I can provide the steps for you to view the report you need in QuickBooks Online.

 

You can pull up a Profit and Loss by Department report, so you can get a detailed information of your income and expenses by department. Here's how to get the report:

  1. Go to the Reports menu.
  2. From the Business overview section, choose Profit and Loss by Department.Click the Customize button to add additional customizations on the report.
  3. Update the Report period, then click Run report.Tap the Filter menu.
  4. Mark the Department box and select the department you want to view on the report.
  5. Click Run report.

You may want to check out this article to know more about customizing your Profit and Loss report in QBO: How to customize your Profit and Loss report

 

That's got it. Please update me in the comments, if you need further help with your reports or need anything else with QuickBooks. You got me here to help you any time. All the best!

propeleric
Level 1

Department Reports

Profit and Loss by Department is listed as an option in QBO in our QuickBooks Plus subscription.  How does one get access to this report?  Thank you.

propeleric
Level 1

Department Reports

I just figured out at workaround for anyone interested.  In QBO, you can run the P&L, then click "Customize" in top-right of the report.  Then click, "Filter" then click on the drop down menu.  Click on the accounts that you want to appear in the customized (departmental) reports.  This allowed me to select the departmental income account and it's related expense accounts for a departmental P&L.  When you're done, you can save it as a custom report and it will appear in the custom reports tab of your reports menu.  I hope that this helps someone.  :-)

Catherine_B
QuickBooks Team

Department Reports

I can walk you through the easy steps in running your financial reports, propeleric.

 

Yes, you're right, you can run reports by class or location. The report's display name will depend on the location label you set in your settings. To verify that, you can follow these steps: 

 

  1. Go to the Gear icon and select Account and settings.
  2. From the Advanced menu, click Categories.
  3. Under the Location label drop-down, you can set how the location appears in your reports and transactions.
  4. Click Save and then Done​​​​​​.

Then, you can run the Profit and Loss report according to the label you selected. To pull up the report, here's how: 

 

  1. Click Reports from the menu.
  2. Scroll down until you see the Business Overview section.
  3. Select the Profit and Loss by Department (Location).

 

I'll be adding the Customize Reports in QuickBooks Online article again in case you need more help in saving and managing your reports. 

 

Please know you can reach out to the Community at any time. We'll reply as quickly as we can. More power to your business.

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