I know that the P&L report is essential for tracking all incoming and outgoing transactions. You can filter the report to choose the relevant categories through the customize option.
Please note that the financial report will only show the categories that were assigned to a transaction. You have the option to
create specific income and expense categories, then use it when entering your transactions.
Here's how to customize your report:
- Go to the Reports.
- Select and open the Profit and Loss report.
- On the upper right corner, click Customize.
- You can change the column depends what you need.
- On the filter, you can choose what to display in the distribution account, customer, vendor, employee, class, and products and services.
- Hit Run Report.
Moreover, let me share this article, that can help you modify your invoice:
Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you still have further questions, please don't hesitate to reply on this thread. Have a great day, and take care.
