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Uboat
Level 1

P&L lines not expanding to show detail

I cannot get any of my P&L reports to expand to show the detail behind the total.  I've always been able to do this.  I've checked my preferences to be sure "Collapse Transactions" is checked but it still does not work.  Well, it worked once and then stopped again.  Is there some bug I'm missing? 

I'm running QB Desktop Pro 2019 and all updates are installed. 

 

Thanks for any assistance or direction.

 

 

9 Comments 9
IamjuViel
QuickBooks Team

P&L lines not expanding to show detail

I appreciate the complete details you've shared, @Uboat.

 

Let's isolate this unexpected behavior when viewing your Proft and Loss report by running the Verify and Rebuild Data tools. This way, it'll resolve minor data issues within your company file.

 

Here's how to Verify:

  1. Go to Window then choose Close All.
  2. Select File then choose Utilities.
  3. Click Verify Data.
  4. If QuickBooks detected no problems with your data," no further action is needed.
  5. A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions.

If there is data damage in the file, run the Rebuild Data Utilities to correct the problem. 

  1. Go to File.
  2. Hover over Utilities, then select Rebuild Data.
  3. You'll receive a message to back up your company file, hit OK. This will ensure that you have a secured copy of your company file.
  4. Choose a place to save your backup.
  5. Once the backup is finished, the Rebuild Data utility will start.
  6. When you receive the message, "Rebuild has completed," then press OK.

You can check this article for more detailed information on verifying and rebuild data in QuickBooks Desktop. Verify and Rebuild Data in QuickBooks Desktop.

 

Always feel free to leave a comment below if you have additional questions about generating reports in QuickBooks. I'd be glad to answer them for you.

BigRedConsulting
Community Champion

P&L lines not expanding to show detail

If you're working with a summary P&L report (the standard P&L), then to see the detail behind a number, double click on it and a detail report will appear for just that amount. You can do this for account totals as well as subtotals and for entire sections of data like "Income".

 

Is this what you're looking for?

Pris_G
Level 2

P&L lines not expanding to show detail

I have the exact issue that @Uboat has, I went through the Utilities, verify data and it came back fine. 

I have Premier 2021, installed it Friday, the magnifying glass was there on the P&L and today, Monday it's gone.  It went away on my Premier 2016 about 4months ago, which is why I thought I needed to upgrade to a later edition. So frustrated. I spent an hour and a half on the phone with support to be told near the end of the call that they could help me if I paid $199.95 for a "Plus" account.  I just spent $650.00 on this program and I want it to work

Pris_G
Level 2

P&L lines not expanding to show detail

That used to work, it stopped working

JonpriL
Moderator

P&L lines not expanding to show detail

Hello @Pris_G,

 

Have you tried the suggestions shared by my colleague, @IamjuViel, and from one of our champions, @BigRedConsulting, above? Let me share other troubleshooting steps to help successfully help generate a transaction detail of your Profit and Loss report.

 

If you're still unable to open the Transaction Detail view of your Profit & Loss report within the totals after following the suggestions above, let's consider utilizing QuickBooks Tool Hub to continue our troubleshooting steps.

 

You can do so by following the steps outlined below:

  1. Download the QuickBooks Tool hub.
  2. Open and install the downloaded file.
  3. On the QuickBooks Tool app, select Program Problems.
  4. Click Quick Fix my Program.

Additionally, here's an article you can read to learn more about what the tool can do while utilizing it: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

You might also find this article helpful and consider reading through the steps so you can keep up with the picture of how your business is doing: Customize company and financial reports.

 

You're always welcome to leave any comments in this thread whenever you need assistance aside from generating reports. Stay safe!

Pris_G
Level 2

P&L lines not expanding to show detail

Hi @JonpriL . Yes I tried both suggestions from @IamjuViel and @BigRedConsulting 

It was there after installing and the next day it was gone.  Same thing happened to my 2016 Premier

Tori B
QuickBooks Team

P&L lines not expanding to show detail

Hi there, @Pris_G.

 

Thanks for following up with us and letting us know that the steps provided above aren't working for you. Rest assured, I'm here to help get to the bottom of why you're not able to see the magnifying glass to see the transaction detail. 

 

To clarify, are you using dual monitors? In QuickBooks Desktop, the only way to have the magnifying glass feature work is if QuickBooks is on the main screen. Let's try dragging QuickBooks over to your main screen, if you have more than one, to see if that works for you.

 

That should do the trick! Please let me know if you don't have more than one monitor. I'll be here every step of the way. I appreciate all the time you've spent troubleshooting the program. It's customers like you that make this job great. Take care! 

 

Pris_G
Level 2

P&L lines not expanding to show detail

@Tori B Well thank you very much! Moving my Quick books to my main screen worked! What a relief.

Now my only problem is that my main screen is my Surface Pro so it's about 13 inches big and I can hardly read it. Ugh.  Thanks again for your help and solution

ZackE
Moderator

P&L lines not expanding to show detail

Thanks for updating the Community, Pris_G.
 

I'm happy to hear my colleague's troubleshooting steps helped solve your problem.
 

If you're encountering display issues while using QuickBooks on the main screen, you can try changing your settings.


Here's how:
1. Close QuickBooks if it's currently open.
2. Locate your QuickBooks Desktop app icon and right-click it, then choose Open file location.
3. Perform a right-click on the QuickBooks.exe file. Pick Properties.
4. Go to your Compatibility tab. Tick the Disable display scaling on high DPI settings checkbox. You can also access your Change high DPI settings and turn on Override high DPI scaling behavior.
5. Select Apply, then OK.
 

Now you'll want to open QuickBooks and look for display problems. If everything looks good, you can get back to business.
 

In the event you're still nearly unable to read what's on your screen, you'll want to adjust view preferences:
1. Using the top navigation bar, go to Edit, then Preferences.
2. In your left menu list, hit Desktop View.
3. Open the My Preferences tab.
4. Select your One Window option and press OK.
 

After you've finished adjusting your preferences, close and reopen QuickBooks. Once the company file loads up, look for signs of display issues. If you still see any, you'll want to update Windows DPI settings.
 

Please don't hesitate in reaching out if there's ever any questions, that's what the Community's here for. Have an awesome day!

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