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finance-woodland
Level 1

I have 2 location with duplicated classes, how can I create a P

Each class of each location has their own funds and I need to be able to report them separately as well as together.
3 Comments 3
GebelAlainaM
QuickBooks Team

I have 2 location with duplicated classes, how can I create a P

It's my pleasure to help you, @finance-woodland.

I need to ask you some questions to learn more about your concern. This way, we can proceed with the solution that fits your situation. May I know what you mean by P? or are you referring to Profit and loss? Additional information would be greatly appreciated.

Please don't hesitate to reach back to me with regards to this issue. I'll be here for you. Have a good one!

finance-woodland
Level 1

I have 2 location with duplicated classes, how can I create a P

Yes, I am referring to the Profit and Loss Statement.  I currently use a different accounting software that reports just as I'm explaining- by location, then by department.  Each department is also reported together with both locations, but I've already created this collective report.  What I'm seeking is the separate report for each department displaying only the one location's information.  We use the same departments over both locations, but should we possibly create separate departments for each location?  Seems a bit silly, but I just want to be able to report the information accurately.

JenoP
Moderator

I have 2 location with duplicated classes, how can I create a P

Thanks for getting back and for posting more details about your question, finance-woodland.

 

There are specific Profit and Loss report for classes and locations. Both of them can be customized to add include the other information This will allow you to run the report separately or with combined data.

 

Allow me to share these steps with you:

 

  1. Open the Profit and Loss by Location or Profit and Loss by Class report. 
  2. Click Customize in the upper-right hand corner.
  3. Scroll-down to the Filter section and check the box for Class or Location, depending on the information that you want to remove or add.
  4. Go to the drop-down list and select the class or location that will be added to the report.
  5. Select Run report.

 

 

 

In relation to your question about separate departments for each location, it depends if you want to add more classifications to your transactions. I'd suggest reaching out to your accountant for more advice if you still need to do that or not. 

 

Check out these articles in case you need more guidance on how to filter or add more the details to your reports:

 

 

The Community would be glad to offer our help anytime you have other questions for us. 

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