Can you filter the profit and loss report for amounts greater than zero in QuickBooks Desktop?

Sheanmei · ‎December 02, 2020

If you can not filter to show only the line items with transactions, what are you recommendation to accomplish the goal?

Thanks

Kiala_S · ‎December 02, 2020

Good morning, @Sheanmei! Hope your day is going well so far. I'm happy to explain 'include in use' for you.

As you mentioned, in the Advanced Option there's Include All and Include in Use. 'Include all' refers to everything in that given time period, regardless if that account or element had any activity in it. 'Include in Use' means that only the accounts that had actions in them during that selected time frame will appear.

Here's a great article that explains the customization options for reports: Customize reports in QuickBooks Desktop. Click on the arrow next to "Display" in that article to expand and read about those options available to you.

If you have any further questions, please reply to this post. We're happy to help. :)

View solution in original post

katherinejoyceO · ‎December 02, 2020

Hi there, @Sheanmei.

Thanks for posting here in the Community. I understand you want a report not to show the item with zero total.

While zero balance items are still showing on the P&L report, you can export it to Excel. Then, remove those items from there.

Here's how:

On the P&L report, click the Excel icon.
Select Create New Worksheet to create a new Excel.
Click OK when you're ready to export.

You'll want to check this article for more ideas on exporting reports as Excel workbooks in QuickBooks Desktop.

For future reference, read through this article: Customize reports in QuickBooks Desktop. It helps you learn about how to personalize a report for your business needs.

Let me know if there's anything else you need. I'd get back to helps you some more.

Sheanmei · ‎December 02, 2020

Thank you, Katherine. If I select the Advanced Option titled "Include In Use", would that show only line items with transactions?

What is the definition of "Include In Use"?

Kiala_S · ‎December 02, 2020

Good morning, @Sheanmei! Hope your day is going well so far. I'm happy to explain 'include in use' for you.

As you mentioned, in the Advanced Option there's Include All and Include in Use. 'Include all' refers to everything in that given time period, regardless if that account or element had any activity in it. 'Include in Use' means that only the accounts that had actions in them during that selected time frame will appear.

Here's a great article that explains the customization options for reports: Customize reports in QuickBooks Desktop. Click on the arrow next to "Display" in that article to expand and read about those options available to you.

If you have any further questions, please reply to this post. We're happy to help. :)

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Can you filter the profit and loss report for amounts greater than zero in QuickBooks Desktop?