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P&L report by customer only

I am in the remodeling business, and most of my customers have only one job which is their house.  I dislike the P&L report by Customer:Job because for the most part, it gives me 2 duplicate columns of transactions.  Is it possible to run the report with only a Customer summary?

Solved
Best answer 06-02-2019

Accepted Solutions
Moderator

Re: P&L report by customer only

Thanks for checking in with us, srwomack695.

I can help you run the Profit & Loss report with customer summary only. Let's get started.

 

You can run and customize the Profit & Loss by Job report for customer only to remove the duplicate columns of transactions.

 

Here's how:

 

  1. In the report screen, click Customize Report.
  2. Go to the Filters tab.
  3. Search for Name in the search field and select Multiple names.
  4. Select the Customer's name and hit OK.
  5. Click OK again.

z.PNG x.png c.PNG v.PNG

 

You can get more details in this article: Customize reports in QuickBooks Desktop.

 

Feel free to drop a reply below if you need more help in running the Profit & Loss report in QuickBooks Desktop. Have a good one.

2 Comments
Moderator

Re: P&L report by customer only

Thanks for checking in with us, srwomack695.

I can help you run the Profit & Loss report with customer summary only. Let's get started.

 

You can run and customize the Profit & Loss by Job report for customer only to remove the duplicate columns of transactions.

 

Here's how:

 

  1. In the report screen, click Customize Report.
  2. Go to the Filters tab.
  3. Search for Name in the search field and select Multiple names.
  4. Select the Customer's name and hit OK.
  5. Click OK again.

z.PNG x.png c.PNG v.PNG

 

You can get more details in this article: Customize reports in QuickBooks Desktop.

 

Feel free to drop a reply below if you need more help in running the Profit & Loss report in QuickBooks Desktop. Have a good one.

BRC
Established Community Backer ***

Re: P&L report by customer only

@RoseMarjorieA 

The steps you cite will exclude all of the Job data from the report  (you can see this in your screenshots.)  The OP's request is to merge the columns for a customer and its jobs into one, not to filter out the Job data.

 

@srwomack695 

 

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