cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Profit and Loss detal report does not include all Split Transactions (Just 1st split Transction)

Profit and Loss detal report does not include all Split Transactions. The report only includes the 1st Split transaction.

Example: I write a check to the Government to pay for 2 different Client projects and I create the split transaction to alocate the amouts to each client.  The  Profit and Loss detal report does not include all Split Transactions just the first, so financial outcome is not correct as funds are  probably not pulled into turbo tax correctly.

1 Comment
Highlighted
QuickBooks Team

Profit and Loss detal report does not include all Split Transactions (Just 1st split Transction)

Hello, @ChampRace.

 

The Profit and Loss Detail report displays year-to-date transactions (instead of totals only, as in the P&L summary report) for each income and expense account. It will show split transactions for different accounts not using the same accounts. Also, it will only give you the total of each transaction per account.

 

Let's run and customized your Transaction Detail report. 

  1. Go to the Reports menu.
  2. Choose Custom Reports.
  3. Pick Transaction Detail report.
  4. From the Filter tab, choose Accounts.
  5. Select All Income and Expense Account from the Account drop-down menu.
  6. From the Display column, mark Split to add as a column.
  7. Choose Vendor from the Total by drop-down menu.
  8. Click Ok.

You can read through this article for more detailed steps: Customize reports in QuickBooks Desktop.

 

Also, you can memorize the customization you've set for future use.

 

Let us know if you have other questions. I'm always here to help.

Need to get in touch?

Contact us