Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
vlboyd5059
Level 1

Why after almost 8 hours over 3 days could no one help produce P&L summary report for different accounts like we used to be able to do with QBD? Not even print it.

 
2 Comments 2
ArnoldJohn_C
QuickBooks Team

Why after almost 8 hours over 3 days could no one help produce P&L summary report for different accounts like we used to be able to do with QBD? Not even print it.

Welcome to the Community, @vlboyd5059. I understand the effort you’ve put into reaching out for help, and I can imagine the extra steps this has taken. I’ll outline the details below to clarify and get your P&L reporting going.
 

You mentioned wanting a Profit and Loss Summary for different accounts, similar to QuickBooks Desktop. Could you provide more details on how you’d like the report to look? Specifically, are you trying to isolate certain accounts from your Chart of Accounts, or are you looking for a specific layout?


Although the interface differs, the Profit and Loss report in QuickBooks Online offers customization similar to what’s in QuickBooks Desktop. You can filter the report to show only the specific accounts you need by following these steps:
 

  1. Go to Reports and select Profit and Loss.
  2. Click the Customize button in the upper-right corner.

    image.png 
  3. In the Filters section, select Distribution Account in the first box, and select the specific accounts you want to include.

    image.pngimage.png

image.png 

Once the report is generated, you can easily print it by clicking the Print icon located next to the Email and Export icons.

image.png


If you are looking for a different view or a more specific grouping, please provide more details below. This will help us gather the information needed to assist you more effectively.
 

Additionally, if there’s a specific QuickBooks Desktop reporting feature you’d like in QuickBooks Online, you can share your feedback by clicking the Give Feedback button in the upper right corner.

You can also explore more tips on customizing your reports in this article: Customize reports.

Looking forward to hearing more details from you. We’re here to help.

BigRedConsulting
Community Champion

Why after almost 8 hours over 3 days could no one help produce P&L summary report for different accounts like we used to be able to do with QBD? Not even print it.

I tried it. It appears that there is no way to filter a P&L report by the transaction account (the source account) the way you easily can in QuickBooks Desktop - since sometime in the last century.

 

QuickBooks Online is weaker than QuickBooks Desktop in most ways. The reporting feature has huge disparities.  

 

For ex QuickBooks Desktop users, when using QuickBooks Online it's best to set your expectations as low as you can imagine, and then lower them some more. Then you might be happy with the product.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us