Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
luis-lorenzo0007
Level 1

how can i run a report on two different account link? i linked another bank but I want to see the profit and loss of it instead of the main account?

So I just added another bank account to do the profit and loss for it; but when I go run report I have no way to select the other account I linked only the main one connected? how can I do it

1 Comment 1
RheaMaeH
QuickBooks Team

how can i run a report on two different account link? i linked another bank but I want to see the profit and loss of it instead of the main account?

Thank you for reaching out about running a Profit and Loss (P&L) report in QuickBooks Online (QBO), Luis. I understand you're interested in generating this report for your newly linked bank accounts, rather than just the main account. I'm here to help you navigate this process and ensure you can make the most of your financial reporting.

 

To begin, you can filter your P&L report to include a specific bank account. Here's how:

 

  1. Go to the Reports.
  2. In the search bar, type Profit and Loss to find the report.
    Screenshot 2025-04-10 130457.png
  3. Click on Customize and select Filter.
    Screenshot 2025-04-10 131048.png
  4. Tick the box next to Distribution Account and choose the specific bank account you wish to include in the report from the dropdown menu.
  5. Tap Run report.
    Screenshot 2025-04-10 131459.png

 

Please note if you filter the report and find no transactions or amounts shown, it's essential to understand the Profit and Loss report is designed to display income and expenses. Bank accounts do not generate income or expenses; they are used to hold cash and track the flow of funds. Therefore, if there isn't a corresponding income or expense, the P&L report may show no entries or zero amounts.

 

If you want to see the balance of your bank account, you can run a Balance Sheet report. This report provides a snapshot of your financial standing as of a specific date, including the balances for all your bank accounts.

 

Additionally, QBO offers the flexibility to create reports that provide valuable insights into your business. You can export these reports to Excel if you wish to use them outside of QuickBooks.

 

I hope this information helps you effectively navigate your financial reporting in QBO. If you have further questions or need additional assistance, please don’t hesitate to reply below. I’m here to help you make the most of your experience with QBO.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us