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Tom250
Level 1

Is there a way to subtotal certain expenses on the profit and loss report?

Is there a way to subtotal certain expenses on the profit and loss report?

3 Comments 3
FateCandylaneT
QuickBooks Team

Is there a way to subtotal certain expenses on the profit and loss report?

It's great to have you join this forum, Tom250. I can help you manage and add subtotal amounts on expenses on your financial reports.

 

In QuickBooks Online, modifying subtotals on your income and expense entries in a Profit or Loss (P&L) report is unavailable in the program. As a workaround, you can export your P&L statement in an Excel file and manually add subtotals on certain expenses from the report. This way, you're able to create specifics on these transactions. To do this:

 

  1. Go to Reports and enter the Profit and Loss report from the search panel.
  2. At the top of the report, select the Export icon. Then, select Export to Excel.
  3. Save the file somewhere you can easily find.

 

In the meantime, you can send your valuable feedback directly to our product engineers to assist you with your business demands in this manner. Here's how to send feedback:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit.

 

Moreover, you can utilize this guide to help you save all the customizations made on your reports: Memorize reports in QuickBooks Online.

 

I'll make sure to get the help you need for any additional queries when managing and running financial reports. Keep safe and have a good one!

Tom250
Level 1

Is there a way to subtotal certain expenses on the profit and loss report?

I solved the problem by setting up the expense accounts as sub accounts of accounts such as Finance Expenses and General and Admin Expenses.  Now each expense catagory gives a subtotal on the P&L.  

Tori B
QuickBooks Team

Is there a way to subtotal certain expenses on the profit and loss report?

Thanks for sharing what worked for you, @Tom250.

 

It's customers like you that make having the QuickBooks Community so convenient. Sharing what resolves issues to help the next person out is great. 

 

Please feel free to reach out any time you need a helping hand. Take care and have a wonderful weekend! 

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