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P&L Report Titles

Hi All- I have about 75 cost centers (Organized by Classes).  If I need to print a P&L for one(1) Cost Center, I filter it by the Class name.  Is there a way to put the Class Name at the top of the P&L Report that's generated by QB?

Thanks

 

**As an aside, it would really be nice if at the bottom of the report, the filter parameters were listed so that anyone looking at the report would know exactly what the data represents.  Having all the filter parameters would clearly address my needs.  Is this possible?

Solved
Best answer 03-25-2019

Accepted Solutions
QuickBooks Team

Re: P&L Report Titles

Yes, you can change report titles, 2robertc. 

 

You can also save this report so you won't need to filter them back again. 

 

Here's how: 

  1. Go to the Reports menu and then select Company and Financial
  2. Choose Profit & Loss by Class.
  3. Click on the Customize Report button. 
  4. In the Header/Footer tab, you can change the Report Title
  5. Once done, click OK
  6. To save the customized report, click on the Memorize option. 
  7. Mark a check on the Save in Memorized Report Group box and choose where you'll want to save it. 
  8. Then, click OK

You can locate the saved reports in the Reports menu and by choosing Memorized Reports

 

The option to have the filter parameters showing at the bottom of the report is not available. I'll send this feedback directly to our engineer that you'd need this feature. 

 

Reach out to me if you have further concerns. I'm around to help!

View solution in original post

4 Comments
QuickBooks Team

Re: P&L Report Titles

Yes, you can change report titles, 2robertc. 

 

You can also save this report so you won't need to filter them back again. 

 

Here's how: 

  1. Go to the Reports menu and then select Company and Financial
  2. Choose Profit & Loss by Class.
  3. Click on the Customize Report button. 
  4. In the Header/Footer tab, you can change the Report Title
  5. Once done, click OK
  6. To save the customized report, click on the Memorize option. 
  7. Mark a check on the Save in Memorized Report Group box and choose where you'll want to save it. 
  8. Then, click OK

You can locate the saved reports in the Reports menu and by choosing Memorized Reports

 

The option to have the filter parameters showing at the bottom of the report is not available. I'll send this feedback directly to our engineer that you'd need this feature. 

 

Reach out to me if you have further concerns. I'm around to help!

View solution in original post

Anonymous
Not applicable

Re: P&L Report 2016 put in QUICKBOOKS

Dear,

 

I need urgent help. I am working with Quickbooks and i need to put these days the P&L from 2016 in our Quickbooks. 

Please find my attachment. Also i need to know how to put exactly the final amounts per activity. Please explain i to me step by step, also with pictures if can.

My email address is:

[email address removed]

Thanks a lot for your support.

 

Best regards,

 

Orsolya Balogh

Anonymous
Not applicable

Re: P&L Report 2016 in my Quickbooks

Dear,

 

Please help me step by step if possible with pictures to put our P&L Report from 2016 to our Quickbooks bookkeeping system. Also i need to know how to put all final amount per item see my attachment. 

Best regards and thanks,

 

Orsolya Kalanos

QuickBooks Team

Re: P&L Report 2016 in my Quickbooks

Appreciate the screenshot you’ve provided, @orsi1976.

 

I’d be delighted to share some resources with you on how to record your transactions so it will be included on your company’s financial reports. 

 

The data displayed on your Profit and Loss report depends on the raw information recorded in your QuickBooks Desktop account. Thus, to include those specific lists of accounts on your Profit and Loss report, ensure that it is recorded in the system.

 

To start with, make sure to create a back-up copy of your company file before importing your 2016 data. This is to ensure you’ll still have an intact company file to work on if you encounter errors during importing.

 

You can import these lists, here’s how:

  1. Go to Lists.
  2. Choose Chart of Accounts
  3. In the Chart of Accounts window, go to the bottom part and click on the Accounts drop-down arrow.
  4. Choose Import from Excel
  5. In the Import a File window, click on Browse.
  6. Locate your saved Profit and Loss file.
  7. Click Open.
  8. Select Profit and Loss in the Choose a sheet in the Excel workbook drop-down list.
  9. Under Data Mapping, select Profit and Loss
  10. Click Import.  

 

Once you have your account list imported in your QuickBooks, you can now record your 2016 transactions and associate it with these accounts. If the accounts are already in your QuickBooks, there’s no need to add it again or import it. Just make sure that your 2016 transactions are associated with those accounts.

 

For additional insights, you may check out these articles:

That should do it! Feel free to visit us here in the Community if you have other questions about generating Profit and Loss reports in QuickBooks Desktop. I’m always here to help.

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