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Community Explorer **

Reporting in QB Online - expense and related income

Using QB Online, how can I do a report that lists an income account and an expense account on the same report and ideally, the difference between the 2 totals?

This will be used by groups to view their income and spending for a time period.  Some groups have zero budget and need to be sure they are bringing in money to cover their expense.  Likewise, they need to request payment to vendors when they collect money for expenses.

I know this can be done in QB Desktop but haven't been able to do it in QB Online.

Thanks in advance for any ideas.

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Best answer 05-12-2019

Accepted Solutions
Established Community Backer ***

Re: Reporting in QB Online - expense and related income

start with the P&L, customize and select the accounts you want to show, when you have it right on screen save the report so you can use it again

2 Comments
Established Community Backer ***

Re: Reporting in QB Online - expense and related income

start with the P&L, customize and select the accounts you want to show, when you have it right on screen save the report so you can use it again

L-A
Community Explorer **

Re: Reporting in QB Online - expense and related income

Thank you, Rustler.  I was able to customize the Statement of Activity (P&L) Detail report to get exactly what I need.

 

Have a great day!

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