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Is there a way to run a profit and loss report but not include transactions from a particular bank account?
Client has multiple bank account for different functions and would like a report to either include or exclude specific ones.
Any help is greatly appreciated.
Thanks
Glad to have you here in the Community, garyocfp.
Helping you customize your Profit & Loss report in QuickBooks Desktop is my priority. Let's get started.
You can customize and filter it to which accounts you want to show on your report. Below are the steps to complete the process.
For your reference in customizing a report in the future, you can go through this article: Customize reports in QuickBooks Desktop.
If there's anything else I can help you with, please let me know. I'll zip right back to help you out. Keep safe and have a good one!
I have done this and it still includes transactions for an expense that was paid out of a non-selected bank account.
????
Example:
Checking 1 paid an advertising expense.
Checking 2 paid an advertising expense.
When I filter to only use Checking1, the profit/loss report STILL includes all transactions for "advertising expense"
and I can't un-select "advertising expense", because then I won't get either of the transactions.
Still need help.
Thanks
Thanks for going through the steps above, @garyocfp.
You'll want to select the particular bank account and transaction type to show in your Profit and Loss report. This way, only the transactions for that account will be generated in the report. Let me show you how.
In your QuickBooks Desktop (QBDT)
You can also refer to this article for more detailed steps: Customize reports in QuickBooks Desktop
It's also a great idea to memorize the report to save its current settings.
I'm always here if you need more help. Have a great day!
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