Running a profit and loss report based off custom fields

Greetings, @sward123.

I've got some tips on how you can include the Job Number in the custom fields for income and expenses in QuickBooks.

I suggest creating a custom field for the job number so it will reflect every time you create invoices. Here's how:

1. Click on the Gear icon then select Custom fields.
2. Click on Add field.
3. Under Name, type in Job Number.
4. Check the box for All Sales forms.
5. Once done, click on Save.

This is how it looks like when you create an invoice after adding the customer field. 

After that, you can run the Transaction List by Customer instead. Then select the Job Number box from the filters.

1. Open the Reports menu.
2. Search for Transaction List by Customer report.
3. From the report settings, put a check under Job Number.
4. Then refresh the page

On the other hand, for expenses, you can export your reports to Excel from QuickBooks Online and add the job number from there.

Feel free to comment back for further assistance about this or QuickBooks. We're here to back you up. Take the best care!

I've have already added the custom field to both the income and expenses.  What I need now is to be able to run a report that does a simple profit and loss by the custom field.  Pretty simple ask.

I don't want to download different things to excel and put it together myself.  What is the point of the custom fields if you can't use them to run a simple P&L?  From what I can tell the custom field offers nothing different than the description or memo fields.

Thank you for bringing this to our attention, @sward123. Allow me to share some insights about your concern.

First off, I appreciate the amount of effort you’ve exerted. As of the moment, this feature is currently unavailable in QBO. I agree that the only workaround to this is to export to excel. From there, you can manually add the Job number.

I’d recommend letting our Product Development Team know about this. They’ll put your suggestion into consideration for future product updates.

To send feedback, here’s how:

1. Go to the Gear icon
2. Under Your Company, select Feedback.

If you have any additional QuickBooks related concern. Let me know by hitting the Reply button below. I’ll make sure to be around to lend some help. Keep safe and stay hydrated.