Printing P&Ls and Balance Sheets for multiple Classes

Forum|Forum|7 years ago
March 18, 2019
1 reply
19 views

Hello out there - I run a medical group practice of 75 physician partners. Each doctor has a unique class assigned to him/her so that I can track income and expenses by individual. Come the end of the month, I need to distribute to each of them their own P&L and Balance Sheet. I'm hoping someone can explain to me how to do this in one simple easy step because I'm having trouble figuring it out.

Thanks

QuickBooks Desktop

Anonymous

Hello 2robertc,

I can help you print the reports you need.

QuickBooks have already prepared these reports for you. Here's how to pull them up:

Click on the Reports menu.
Choose Company & Financial.
Choose either Profit and Loss by Class or Balance Sheet by Class.
Choose the Dates.
Click on the Excel button.

Download and save it on your computer. From there, customize it show only one class (hide the columns for other the classes) of the Balance Sheet then print it.

If you have any questions, please let us know. We'll be right here to help.

2robertcAuthor

Thanks for your reply Garlyn but your answer only gets me part of the way there. I created the Profit and Loss by Class excel spreadsheet. Can QB get me all the way there by eliminating the Total columns in between the Classes and inserting the page breaks in between subclasses so that I can distribute individual reports to each of the 75 physicians or am I going to have to spend the time each month to do the formatting? I suppose I could figure out how to record a macro and as long as I don't add or subtract classes, I could automate that process but before I did that I just wanted to confirm that there wasn't some built in capability in QBs to help.

(See attached snip).

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