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Level 1

Financial Reports and Reporting Features

On the Profit & Loss Budget vs Actual report how do I filter the columns across the top to show only one customer job?
Solved
Best answer February 28, 2019

Best Answers
QuickBooks Team

Financial Reports and Reporting Features

It's nice to have you here in the Community, @Rickd.

 

I'd be glad to help you filter the Profit & Loss Budget vs. Actual report to show the transactions for only one customer job.

 

You can run the report showing the transactions for only one customer, however, it exclude the customer/job name on the report's page.

 

To filter the report showing the transactions for only one customer:

 

  1. Click on Customize Report on the report's page.
  2. Go to the Filter column.
  3. Search or look for Name.
  4. Select Multiple names.
  5. Select a customer/job you want to include.
  6. Click OK twice.
  7. Filter the dates and refresh the report.

To learn more about customizing reports in QuickBooks Desktop, you may check this article: Customize reports in QuickBooks Desktop.

 

As always, feel free to add a post/comment below if you have any other concerns about running QuickBooks reports. I'll be right here to help you!

View solution in original post

3 Comments
QuickBooks Team

Financial Reports and Reporting Features

It's nice to have you here in the Community, @Rickd.

 

I'd be glad to help you filter the Profit & Loss Budget vs. Actual report to show the transactions for only one customer job.

 

You can run the report showing the transactions for only one customer, however, it exclude the customer/job name on the report's page.

 

To filter the report showing the transactions for only one customer:

 

  1. Click on Customize Report on the report's page.
  2. Go to the Filter column.
  3. Search or look for Name.
  4. Select Multiple names.
  5. Select a customer/job you want to include.
  6. Click OK twice.
  7. Filter the dates and refresh the report.

To learn more about customizing reports in QuickBooks Desktop, you may check this article: Customize reports in QuickBooks Desktop.

 

As always, feel free to add a post/comment below if you have any other concerns about running QuickBooks reports. I'll be right here to help you!

View solution in original post

Level 1

Financial Reports and Reporting Features

Worked perfectly, Thanks

Content Leader

Financial Reports and Reporting Features

Glad to hear this worked for you, Rickd. The Community always has your back if you ever need any assistance in the future. Take care.

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