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Sandra751
Level 1

Filtering bank accounts in P & L

Hello,  I am new to Quickbooks Mac, before this version we had Quickbooks for Accountants.  

I need to generate a P & L report, but I need to do one for each bank account we have.

Right now what I get is a P & L with all bank accounts in the same report.  I tried to filter and selected the bank account I need for the from the "Select Account" filter, but still keep getting a report with our 2 bank accounts 

4 Comments 4
Rubielyn_J
QuickBooks Team

Filtering bank accounts in P & L

It's a pleasure to have you here, @Sandra751. Let me share some info about filtering reports in QuickBooks Desktop for Mac.

 

You have the option to customize your P&L report and select only the bank account you want to show in the statement. If the report still shows two accounts, we can perform some troubleshooting steps to fix this. 

 

We can utilize the verify and rebuild tools to find the most common data issues in a company file and fixes them.

 

Here's how:

 

  1. Choose File, then select Utilities.
  2. Click Verify Data, then select OK to close all windows. If you see Your data has failed the integrity check, you need to rebuild your file.
  3. To proceed in rebuilding your data, choose File, then select Utilities.
  4. Click Rebuild Data, then select OK to close all windows.
  5. QuickBooks will ask to make a backup before rebuilding your company file, select OK
  6. Once the rebuild's finished, click OK.

 

Otherwise, you can export your P&L report to an Excel file. From there, you can manipulate the data to remove the bank accounts you don't want to show in the statement.

 

Additionally, let me share this resource to help personalize your reports in QuickBooks: Customize statement in QuickBooks Desktop for Mac.

 

Keep me posted if you have other questions about managing your reports. I'll be happy to help. Take care and have a pleasant day!

Rubielyn_J
QuickBooks Team

Filtering bank accounts in P & L

Hi, @Sandra751.

 

Hope you’re doing great. I wanted to see how everything is going about the filtering reports concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

Sandra751
Level 1

Filtering bank accounts in P & L

Hello,

Did all the steps you suggested.  Didn't work

 

Sandra751
Level 1

Filtering bank accounts in P & L


Hello, Rubielyn!

Did all the steps you suggested, but it didn't work.  Still can't get a P&L with only one of our bank accounts

@Rubielyn_J wrote:

Hi, @Sandra751.

 

Hope you’re doing great. I wanted to see how everything is going about the filtering reports concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!


 

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