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Sandie7
Level 1

Income & Expense Detail report

Does Quickbooks Online have a report that is equivalent to the QB desktop report entitled "Income and Expense Detail"?  The Statement of Activity is close, but I need to see the details within each category.

6 Comments 6
Rose-A
Moderator

Income & Expense Detail report

Yes, QuickBooks Online has a report that is equivalent to the Income and Expense Detail report in QuickBooks Desktop, Sandie7.

 

You can pull up and run the Profit and Loss Detail report in QuickBooks Online to show all the categories you need.

 

Here's how:

 

  1. Click Report in the left panel.
  2. On the search box, look for the Profit and Loss Detail and click to open the report.
  3. You'll see all the details you need in the report.

I recommend customizing the report to get the specific categories you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

Additionally, in case you want to know what other reports you can pull up, you can go through this article: Reports included in your QuickBooks Online subscription.

 

I'll lend a helping hand if you need further assistance or anything else about QuickBooks reports. Just keep me posted below. Have a good one.

Sandie7
Level 1

Income & Expense Detail report

It doesn't appear that this report is available in the Simple Start level of service.  Am I right?

 

Rasa-LilaM
QuickBooks Team

Income & Expense Detail report

Thanks for coming back to the Community, @Sandie7.

 

Yes, the Profit and Loss Detail Report is only available in QBO Essentials, Plus, and Advanced. You can consider upgrading to any of these versions so you can access more comprehensive reports.

 

  1. In your company, go to the Gear icon at the top to choose Account and Settings.
  2. Click the Billing & Subscription menu on the left panel to view your more information about the account.
  3. Tap the Upgrade your plan link to view your current subscription and other plans.upgrade subs.png
  4. From there, review the features for each version and hit Choose plan.upgrade subs.1.png
  5. Follow the on-screen instructions to complete the process.

Let me share these links that cover all the features and reports available for each QBO version.

 

Reach out to me if you have any other concerns or questions about QBO. I’ll be right here to answer them for you. Have a great rest of the week.

 

Margaret G
Level 2

Income & Expense Detail report

I have QuickBooks Advanced and this does not appear to be available there, either.

 

Jen_D
Moderator

Income & Expense Detail report

I appreciate you reaching out to us about this missing report in your account, Margaret.

 

Let me help you locate or resolve this concern. I've tried this in my QBO Advanced account and I found the report under Business Overview.

 

If you're unable to find it still, try logging in to a private web browser and see if the problem come ups. Unexpected issues in QuickBooks are sometimes associated with the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove history unless done manually.

 

Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

Try to access the account again and see if it gives you the same problem. If it works correctly, clear the cache to resolve browser issues in QBO. You can also use a different browser and see if the issue persists there.

 

If it does, I recommend that you contact our Support Team for further assistance. Here's how:

 

  1. Go to the Help menu in QuickBooks, then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose your contact option to interact with a live agent.

 

Also, our chat support might have a lesser wait time, so you can have them do a screen share session when needed.

 

Please post here for updates or additional questions about this problem. I'll be right here to help you out.

Margaret G
Level 2

Income & Expense Detail report

The report did not appear in the Standard Reports area. Using the main search area, I was able to find the Profit and Loss by Detail report. I had to save it as a customized report in order to keep it accessible. 

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