Reports for property owner, profit & loss and financing activities

I've got your back, @RB301.

At this time, the option to generate liability, assets, income, and expense activities in one report aren't available. You can consider running two different reports to produce such information.

For the income and expense activities, you can run the Profit and Loss report. Then, pull up a Balance Sheet report for the liability and assets activities.

I'm adding this article to learn more about customizing reports: Customize reports in QuickBooks Desktop.

Should you need any additional assistance running reports in QuickBooks Desktop, you can leave a comment below. I'll be sure to get back to you.

Thanks

Is this option available in QBO?

Or with an app?

Let me help share information about creating your report, @RB301.

As of the moment, there isn't an integrated way to pull up and create a report to see the list of your income, expense, and all financing activities all at once. It's best to customize the reports shared by my colleague and export them in a new Excel worksheet.

This way, you're now able to combine all your financial activity in one document. Learn more about customizing and exporting a report:

• Customize Reports in QuickBooks Desktop
• Export Reports as Excel Workbooks in QuickBooks Desktop

Meanwhile. the Online version of QuickBooks also has the same feature in terms of utilizing a report with QuickBooks Desktop. And all our integrated applications only allow the tracking of your transaction, reporting is not included.

While the option is not yet available, I'd recommend letting our product developers know about this by sending a feature request. Let me show you how:

1. Go Help.
2. Select Send Feedback Online,
3. Click Product Suggestion.
4. Under Product Area, choose Reports.
5. Enter a few words describing how you wanted to customize a report showing all your financing activities.
6. Select Send Feedback.
7. Click Close window.

I'm adding a couple of articles below that'll allow you to dive in deeply and understand your report:

• Understand Reports in QuickBooks Desktop
• Create and Manage Reports in QuickBooks Desktop

Don't hesitate to post again here if you have other questions or concerns with QuickBooks reporting and navigations. I'm always around happy to help. Stay safe and have a good one!

Thanks so much for your response.

A colleague mentioned the following idea, I am wondering if this could work in the long run.

Instead of the principal and escrow to be a liability account, have it as an expense account, this way it shows on the P&L. End of the year correct it with a general journal entry or change the account to a liability account.

What are your thoughts.