QuickBooks Team

Account management

Hi there, @TDavisFSBDC.

 

It's nice to have you here on the Community page. I'm happy to share with you the steps on how you can customize the Profit and Loss report to only display the customers or projects needed.

 

Here's how:

 

  1. Click on the Customize button from the reports page.
  2. Go to the Filter section, then check the box beside Customer.
  3. From the Customer drop-down, choose the customers/projects you want to add.
  4. Tap on the Run report tab to refresh the page.

For additional tips about running and customizing reports in QuickBooks Online, you can check out this article: Run reports in QuickBooks Online.

 

If you want to memorize the current customization of your reports, you can as well read the instructions from this link as your guide.

 

I'm looking forward to hearing from you again. If you have any other questions about your report, please feel free to add a comment below. I'm always here to help. Keep safe!