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DeniseG
Level 3

P&L by Job

When I run a "Profit & Loss by Job" report, it shows the Job columns and the Total Customer columns. Is there a way to only show the Job columns and hide the Total Customer columns?

7 Comments 7
ZackE
Moderator

P&L by Job

Thanks for getting in touch with the Community, DeniseG.

 

You can remove columns from reports by customizing them.

 

Here's how:
 

  1. Open your report.
  2. Click Customize.
  3. Access the Rows/Columns section.
  4. Hit Change columns.
  5. Uncheck columns you want to remove.

 

I've also included a detailed resource about customizing reports which may come in handy moving forward: Customize reports

 

I'll be here to help if there's any additional questions. Have a wonderful Wednesday!

DeniseG
Level 3

P&L by Job

When I open the report and click Customize Report (upper left corner) I don't see any options for Rows/Columns. I am using Quickbooks DT Premier Contractor 2021 if that helps.

DebSheenD
QuickBooks Team

P&L by Job

Let me provide some information about running your Profit and Loss report, @DeniseG.

 

In QuickBooks Desktop, we can run a specific job to reflect in the Profit and Loss report. From there, all the expenses posted to that job will show in the report. 

 

We can run the Profit and Loss by Job and customize the report to one Job only to show the total job expenses. You can also filter the report to the Transaction Type option to choose the transactions you want to include in the report.

 

Let me show you how:

 

  1. Click Reports on the top menu.
  2. Choose Company & Financial.
  3. Select Profit & Loss by Job.
  4. Tap the Customize Report button and tick Filters.
  5. Enter Job Type in the Choose Filter field.
  6. Choose a specific job by clicking the Job Type drop-down button.
  7. Go back to the Choose Filter field and select Transaction Type.
  8. Tick the Transaction Type drop-down and select Multiple Transaction Types.
  9. Place a checkmark on the transactions you'll want to include.
  10. Press OK.

For more details about customizing your Profit and Loss report, check out this article: Customize company and financial reports

 

I've got a link here where you can find articles about managing your profit and loss:  Financial Reports.


Don't hesitate to get back to me if you have any follow-up concerns. I'll be here to ensure your success. 

DeniseG
Level 3

P&L by Job

Thanks for that info but this doesn't address my question:

Is there is a way to hide the Total Customer column on the Profit & Loss by Job report, thereby only showing the Job column?

ReymondO
QuickBooks Team

P&L by Job

Thanks for getting back to the thread, @DeniseG.

 

The option to hide or filter out the Total Customer column on the Profit & Loss by Job report is unavailable in QuickBooks Desktop (QBDT). 

 

For now, you'll have to export the report to Excel and filter it out from there. This way, you can remove this column and review your data according to your business needs. Simply follow these steps:

  1. Go to Reports and select Reports Center.
  2. Find and double-click the Profit & Loss by Job report.
  3. Click the Excel ▼drop-down list, then Create New Worksheet or Update Existing Worksheet
  4. If you see a message that says your report has too many columns, select Advanced and uncheck the Space between columns checkbox.
  5. Select OK.
  6. When you’re ready to export, click OK.
  7. Remove the Total Customer column in Excel to review your data.

 

You can also share your thoughts with our developers through the feedback channel. Your input will be invaluable in refining QuickBooks and enhancing your user experience. Here's how to send your suggestions:

 

  1. Go to Help and select Send Feedback Online.
  2. Click Product Suggestion, then enter your feedback.
  3. Select Send Feedback.

 

Furthermore, QuickBooks offers the option to memorize reports. This allows you to preserve the settings of a customized report for future use. This way, you can avoid going through the customization process again.

 

Don't hesitate to reach out if you need further assistance while using QuickBooks. I'm here to provide support whenever you need it. Have a wonderful day ahead!

DeniseG
Level 3

P&L by Job

@ReymondO 

I am not using QBO. I am using QB Desktop Premier. Is this option available in QBDT?

ReymondO
QuickBooks Team

P&L by Job

Good day, @DeniseG

 

I'm here to inform you that the steps I've shared above are intended for QuickBooks Desktop. I've already updated the product that I've mentioned. 

 

I want to confirm that the option to hide the Total Customer column on the Profit & Loss by Job report is unavailable in all versions of QuickBooks Desktop (QBDT). 

 

I'm willing to share other guides and information if you have more questions about the reports.

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