Hi there, @joe08. Let me help you sort this issue out.
I see that you are having trouble locating the % of Income option in the customization in the Profit and Loss by Customer Report. Let me guide you on how to activate it.
Here's how:
- From the left menu, go to Reports.
- Enter Profit & Loss by Customer in the search box.
- Click the Customize button.
- Under Rows/Columns, hit Change columns.
- Under the Columns dropdown, select Customers.
- Tick the check box for % of Income, % of Expense, and % of Row.
- Click Run report.
Please refer to the image below:
However, if you were still not able to see the % of Income option in the customization. It's possible that you've experience a cache issue resulting from too much outdated data stored on your browser. Let's run some troubleshooting procedure to fix it.
To get started, we have to open your QBO account on an incognito window. An incognito window will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If the private browsing session doesn't work, you can clear the browser's cache so the system can restart. This task is also possible in other supported, supported up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clean trash.
Moreover, Ill leave this useful guides that you can visit and read if you want to learn about memorizing reports: Memorize reports in QuickBooks Online.
If there's anything more I can help you about customizing reports in QBO, just let me know by leaving a comment below or posting again. Have a good one.
