I can share some insights on how customizing the Profit and Loss works while managing your bank accounts, smeek.
QuickBooks Online doesn't have a way to filter your Profit and Loss report by bank account directly. However, you can use Location tracking feature to get essentially the same information.
Before getting started, please know that the Location tracking feature is available only in QuickBooks Online Plus and Advanced.
To proceed, you'll need to turn on the location tracking. Here's how:
- Go to Settings ⚙, then Account and settings.
- Proceed to the Advanced tab.
- From the Categories section, select Edit ✎ to open the fields.
- Turn on Track locations.
- Select Save, then Done.
Once done, set up locations for bank accounts, assign transactions to locations, and run your Profit and Loss by Location report. Here's an article as your guide through the process: Run a Profit and Loss report by bank account in QuickBooks Online.
You can do more with custom reports by checking out this article: Learn specific ways to customize your reports to get awesome insights.
Stay in touch with me if you have additional questions about the Profit and Loss report. I'll be right here to guide you.