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SriSri
Level 1

QBO Profit and Loss report by Customer by month

 

 

4 Comments 4
MichelleBh
Moderator

QBO Profit and Loss report by Customer by month

I want to fix the unable to run reports problem in QuickBooks right away, @SriSri.

 

I know how dominant it is to examine the monthly total of your business. I'm pleased to provide some troubleshooting steps to ensure you can review your business income. 

 

Normally, you can run a Profit and Loss by Customer report as long as you have permission to open (admin, standard, and report-only user). It sounds like your server was interrupted or corrupted. Sometimes, too much cache build-up in your regular browser can cause unexpected behavior in the product. 

 

I'd suggest pressing the F5 on your keyboard to refresh the connection. Then log in and out if necessary. If the issue continues, I'd recommend logging your account through incognito. This way, we can check if it's a browser-related issue. 

 

Refer to the keyboard shortcuts below: 

 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  •  Control Option (Safari)
  •  Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, re-run the Profit and Loss by Customer report to verify if it's already performing well. If it works, return to your regular browser and press the CTRL+ Shift and Delete keys on the keyboard to clear the cache

 

But if the issue persists, you have the option to run the Profit and Loss or Profit and Loss by Month reports. Then customize them one at a time to give you the total over the specified period for the account categories. See the sample screenshots below for more reference: 

 

 

For more information, check out this article: Reports included in your QuickBooks Online subscription.

 

Did you know that you can memorize your reports in QuickBooks? This will help you save time since it automatically updates every time there are newly added transactions. For more details, see this article: Memorize reports in QuickBooks.

 

Further, check out these articles below on how to print, export, and email reports in QuickBooks: 

 

 

Let me know if you need help running and customizing reports in QuickBooks. I look forward to serving you to the best of my ability. Take care, SriSri.

SriSri
Level 1

QBO Profit and Loss report by Customer by month

This was clearly written by a bot, and not a human. 

Insulting!

Does not answer my question.

SriSri
Level 1

QBO Profit and Loss report by Customer by month

Does not answer my question.

this was clearly written by a bot and not a human.

Insulting!

Rose-A
Moderator

QBO Profit and Loss report by Customer by month

Hi, SriSri. I'm here to help and ensure that your questions are addressed accordingly.

 

For me to be able to provide you with the right issue resolution, could you please tell me what specific help you need with the Profit and Loss report in QuickBooks Online?

 

Any information that will elaborate on the problem will help me sort things out.

 

In the meantime, I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use. 

 

I hope you can respond to me on this thread so we can work on your concern together. Please know I'm ready to assist further. Have a good one.

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