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Expenses in my profit and loss report is not presented as per the sub-account.
I can help you figure this out, Accountant000.
You'll want to check the Report period of the report. Also, make sure that it has the Expand details to see your sub-accounts in your report.
In addition, you can check this article that has the information about running and customizing the profit and loss report: Customize reports in QuickBooks Online.
Please know that the Community space is always here to help.
Hi!
The report I generated has expand details. But my expenses are not presented by sub-accounts.
Instead of presenting as
Expenses
Advertising & Marketing
TV Ads
Dues & Subscriptions
Apple
Everything is under expenses only and seems to be sorted in alphabetical order only
I got you covered, @Accountant000.
Thank you for following the steps provided by my colleague. In addition, let's check the setup of your sub-accounts (TV ads and Apple) if they are assigned to specific expense accounts (Advertising & Marketing and Dues & Subscriptions). Refer to these easy steps below.
Check the sub-accounts set up:
Once done, let's also check expense transactions if they are assigned to the sub-accounts. Here's how:
Lastly, let's also ensure that you set the correct Report period when running the Profit and Loss report.
For your reference, please see this article: Create subaccounts in your chart of accounts in QuickBooks Online.
You can also seek self-help articles on our QuickBooks help articles page, to help you get your QuickBooks task done in no time.
Let me know how this goes and feel free to get back here if you need further assistance accessing your Profit and Loss report. Have a great day ahead.
Hi,
Linking of subaccounts to parent accounts as well as the category is properly set. But still has the same report output.
I'm here to help you sort out this unexpected behavior, @Accountant000.
Let's start by accessing your account using a private browser or an incognito browser. Your browser's stored data can be corrupted and affected its performance when generating the Profit and Loss report. You can use either keyboard shortcuts:
Once logged in, you can try generating the Profit and Loss report. You'd see a breakdown of your expense transactions under each expense accounts and their totals.
If it works, it’s a good idea to clear the cache to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and a faster browsing experience. You can also use a supported, up-to-date browser to roll out the possibility of a browser-related issue.
However, if the issue persists, I'd recommend contacting our Customer Care team. They have the tools to securely access your account and investigate the root cause as to why your expenses are not properly showing in the PL report.
Lastly, I'm adding these articles to help you manage your profit and loss reports:
You can always leave a comment below if you have any other questions. Thanks for dropping by!
Hi!
I have tried generating the Profit and Loss Report in Incognito, but still expenses are not presented as per the sub account.
Hello again, @Accountant000.
Thank you for performing the recommended solution from my colleague to help resolve the issue.
Since the issue persists after performing all those troubleshooting steps, I highly recommend contacting our Customer Support team. They have the tools to pull up your account to investigate the cause more closely and find another solution to fix the problem.
To contact our Customer Support team, here's how:
Ensure to review their support hours so, you'll know when agents are available.
In case you'd want to browse some other articles to know your financial status, you can see below links on how to generate:
I'm only a few clicks away if you should have questions about this or anything else. Take care.
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