Profit and Loss Statement by Customer?

Hello ShellyS,

Thank you for reaching out to the QuickBooks Community! Yes, you can run a P & L by the customer for different time periods. Here's how:

1. Go to Reports, then Company and Financial, and choose Profit & Loss Detail.
2. Select Customize Report.
3. Under the Filter tab, scroll through the options and select Name.
4. From there, choose the customer name and select OK.
5. Make adjustments to the dates and select Refresh.

That should do it! If you need to export or print the report, this article is very instrumental in assisting with that.

Please let me know if you have any questions! My team and I will be here to help further. Take care for now!

Thank you for your quick reply, however when I select the customer (and not the jobs), it shows up blank.  If I select the jobs under the customer it will pull data.  However, since some of the jobs are inactive, I cannot pull all data when selecting the jobs.  How would it run it for all jobs, active and inactive for one customer?

Allow me to provide you with some information and guide you on what to do, ShellyS.

Ideally, once you create transactions to certain job under a specific customer, you'll be able to see them when you select the customer name. I've added screenshots for your guide:

You can drill down each transaction and double-check if you're creating the transaction on the right job under that specific customer for the transactions to show. 

Also, as you can see, I've set the other job as inactive. When you go to the Customer Center page, the other may not show up on the list, but it will still show up once you run a report. Thus, it' may not be necessary to set a job as active since the job will still show up whether it is active to inactive. 

Additionally, you'll want to create a group of customers that matches criteria like location, customer type, or status. Please go through this article for your guide: Create A Customer Group In QuickBooks Desktop.

Please get back to us if you have any concerns about customers and jobs. We're here to further assist you anytime.

Thank you for the information, however, it still does not address the need of creating a P&L by each customer without having to select the jobs under each customer.

Thanks for adding more information about your concern, ShellyS.

I’m here to help and provide clarifications about running reports in QuickBooks Desktop (QBDT).

When building the Profit and Loss report, you’ll have to manually select the lists or items you wish to add to the statement. This includes the customer or job names.

If you add the parent customer to the report and do not include the job associated with it, the name won't show on the said statement. I can see that having the ability to automatically exclude jobs when running reports is beneficial for your business. I encourage sending feedback to add this feature for inclusion in future enhancements.

Here’s how:

1. Press the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
2. This action will take you to the QuickBooks Feedback window
3. From there, click the Type of Feedback drop-down to select Product Suggestion.
4. Tap the Product Area drop-down and choose the correct topic
5. Then enter your product suggestions in Here is my suggestion box.
6. Fill in the remaining fields.
7. Click Send Feedback.

Let me share the following links for future references. You’ll see the links on how to personalize your financial reports such as the Profit and Loss and Balance Sheet. These resources provide information about setting report preferences, memorizing statements, and other report-related activities.

• Customize company and financial reports
• Customize reports in QuickBooks Desktop

Don’t hesitate to click the Reply button and add a comment if you still have concerns on how to customize the Profit and Loss report. I’m more than happy to answer them for you. Enjoy the rest of the day.