How to customize a P&L Report by one job

This was close but I had to go in by name to get what I wanted not job type because all of our jobs are by name but you got me to where I wanted to be.  Thank you

Does this work with Quickbooks online?

Thanks for visiting this thread, ccrnick.

In QBO, you can run the Profit and Loss Report by Customer to know your income, expenses, and net income by customer. Then, customize it to only show the jobs you wish to display on the report.

With just a few clicks you’ll be able to build the statement. Let me help you through the process.

1. Tap the Reports menu on the left panel to enter Profit and Loss by Customer in the field box.
2. Press the Report period drop-down and set the correct date range.
3. Hit the Customize button in the upper right to view more customization options.
4. Choose the Filter link and tick the box for Distribution Account and pick the category type.
5. Mark the box for Customer and select the job from the list.
6. Press Run report to view the changes.

Click here to learn more on how you can personalize a report that will display the data you need. If you wish to keep the customization settings of the report, check out this article. It includes instructions on how to set a reminder or group a statement: Memorize reports in QuickBooks Online.

Don’t hesitate to click the Reply button if you have other concerns. I’m always ready to lend a helping hand. Enjoy the rest of the day.

Are these features available in QBO?

Hi, 

This works but requires customizing the report by going into the filters each time or saving a memorized report for each customer which is gets out of control if you have 50-100 customers:jobs.

Can a prompt be created to filter by job? This is exactly what happens by default when you run the Job Profitability Detail report. A box will popup prompting me to filter by Job (screenshot attached).

I have well over 100 customers and need to be able to easily look at a P&L by specific customer:job

Thanks for providing the screenshot, MikeFord.

I know it saves much of your time if there's a prompt to filter by job when running the Profit and Loss report. 

The prompt is currently unavailable in the Profit and Loss report. You'll have to customize or memorize your report to display the information needed for each of your customers. 

It's always our goal to develop a useful feature for our QuickBooks users, I'll be sure to take note of this product option for future product enhancement. You can always visit the What's New section on your QuickBooks Desktop, to know the latest news and updates.

Here's how:

1. Go to the Help menu.
2. Select New Features.
3. Hover to What's New.

I've included this article to learn more about running reports in QuickBooks Desktop: Understand reports.

Do you want to use your report outside QuickBooks? If so, check out the following resource to learn how to export reports to Excel: Export reports as Excel workbooks in QuickBooks Desktop.

You can add any details below if you have further questions about reports. We're always here to help you.

Thanks for the response. I look forward to seeing this feature soon.

While on the subject of features, the search bar for filters that is present when customizing a report is missing in the Find tool. Ironic ;-)

Same! Thank you!