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Iftikhar Ahmad
Level 1

PnL by client type

How can I get profit and loss report by client/customer type? I am able to get sales report by client type but I need GPM by client type.

2 Comments 2
AbegailS_
QuickBooks Team

PnL by client type

Hi there, @Iftikhar Ahmad.

 

I'm here to help you show up customer type in your report.

Let's run a Profit and Loss report and manually select the customer that's associated with the customer type.

See the screenshot below for your reference.

 

Then, let's run the Customer Contact List report and combine the customer and customer types.

Once you're done, you can either export your report to Excel or print it. Learn more about customizing

 

To learn more about managing and customizing reports in QBO, you may visit this article for future reference: Customize Reports in QuickBooks Online.

 

If you have other questions about reports, please let me know. I'm always here to help. Have a good one.

Iftikhar Ahmad
Level 1

PnL by client type

Thanks for your reply Abegail, so it means we need to do some manual work and there is not any standard or customized report which can show profit and loss by client type as we can get "sales by client type" report?

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