P&L detail report

Greetings, @newyorktutor.

Yes, Profit and Loss Detail report is not available in QuickBooks Online Simple Start. However, you can generate and customize the Transactions List by Date report so it would display the information your client needs. Let me guide you on how to do it.

1. Go to the Reports menu.
2. Scroll down to the For my Accountant section.
3. Select the Transaction List by Date report.
4. Set the Date Range of the report.
5. Click anywhere to refresh the report. 

Also, you can view the General Ledger report. It displays a detailed report of all your income and expense transactions grouped per account. I've attached how it looks like for your reference.

You can browse the articles below to learn more detailed information about the available reports for your client's version of QuickBooks and on how to manage it:

• Reports included in your QuickBooks Online subscription 
• Memorize reports in QuickBooks Online 

Let us know here if you have other questions about maximizing the available features in your client's QuickBooks account. I'm always here to help.

Thanks for considering my issue, IamjuViel. I don't think it gives me what I need unless there is some way to sort by SPLIT or ACCOUNT. In other words, if the client has $500 in marketing expenses which would show up in the P&L Summary, I would like a companion report listing the individual transactions that comprise the $500.

So I guess my follow-up question is, can I tailor the TRANSACTION LIST or GENERAL LEDGER to group individual expenses so it would look more like a P&L detail report without using Excel. I'd like the client to see the total spent in a category along with the breakdown.

Appreciate your time

PS Also, I appreciate your confirming that the P&L detail is unavailable so I can stop hunting for it now.

Thanks for getting back to this thread, @ewyorktutor.

Allow me to provide you additional details on what reports you can use to view more details when pulling up transactions in QuickBooks Online Simple Start.

We can use the Transaction List by Vendor report to view the breakdown of transactions for each vendor. However, the option to view the total expenses you've made for each vendor is unavailable in this report. 

Although, we can still export them to Excel and view their totals through it. All we need to do is to open this report by going to the Reports menu and look for Transaction List by Vendor report. Then, click on it to open and customize its date and details. Finally, select the Export button and customize it in Excel to view the total expenses. 

In addition, you can memorize the reports that you've customized in QBO. This way, you can save their settings.  

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

Raymond, I am trying to avoid manipulating data in Excel. With any luck, my client will upgrade his QBO version. Thanks anyway.

It makes no sense at all not to be able to generate a Profit and Loss Detail report.  Is this feature disabled just to try and get folks to upgrade to a more expensive version?  For almost any summary work we do on an account (like filing taxes etc), there needs to be this level of detail.  Can you turn that feature on?

Thanks for following this thread, @toddjay1. I fully understand how much you need to generate the Profit and Loss Detail report in the Simple Start version of QuickBooks. 

I'd be happy to share this suggestion with our development team. I know others would benefit as well. In the meantime, you can follow the workaround shared by my colleague, @IamjuViel on this thread. 

I'd also suggest submitting this request yourself by going to the gear icon and selecting Feedback. 

For future reference, here's an article that will help you learn about the various ways of using filters to show specific details you want in a report: Customize reports in QuickBooks Online.

Let us know if you have follow-up questions. We're always around to listen and help in any way we can. 

Run your P&L for the period you want to run the detail, click on the net income at the bottom. 

I know your question was years ago but in case anyone else is frustrated that QuickBooks online Essentials does not have a canned P&L Detail report, here is a solution.

Do any of the online versions have a canned P&L detailed report?

Hello, tgberg68.

Yes, the online versions have the canned P&L detailed report. I'd like to elaborate more on the availability of the report below. 

All versions except the Simple Start edition have the canned P&L detail report. I'll show some screenshots below to help us see what Profit and Loss reports are available on all versions.

Simple Start:

Essentials:

Plus:

Advanced: 

I should also point out that certain reports or functions may not be present on lower versions. 

Need some documentations on how the Reports feature works in QuickBooks? Check out this article for more details: Run reports in QuickBooks Online. 

After checking out your financials, do you need to close out the current accounting period and reconcile your entries? We have a guide that'll help you with the process: Reconcile an account in QuickBooks Online. 

I'm all ears if you have more concerns about the reports in QuickBooks Online. If you happen to come across any difficulties while managing your entries, do let me know in your reply. Always here to lend a hand. 

THANK YOU for this tip!  That is extremely non-obvious, but it got the job done.

Hi there, J-and-K. 

I’m glad that my colleague was able to help with your concern. Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

If you require any additional assistance with reports, you can always post here in the Community. Have a great day!

THIS INFORMATION IS ABSOLUTELY PRICELESS!!!  I don't know how you learned this workaround, but no representative I have spoken to at QuickBooks has any idea about this.  Thank you so much.