Thank you for reaching community space, FlyingDutchmanRVResort. I appreciate your time and effort wanting to know how to sort out your reports. I'm here to assist you in identifying the most efficient solutions to resolve this issue quickly.
Since profit and loss is a different transaction, we are unable to make them total by Account Full Name. However, we can customize the report Transaction List by Date report.
Here's how:
- Go to Reports.
- In the Find report by name search "Transaction List by date".
- Select Customize report, then click on Account. There you can customize report to look like profit and loss.
Furthermore, you may want to visit this article to learn how to manage and customize your financial reports: Set report preferences.
For your convenience, I've included this resource to guide you through the process of downloading and exporting your data efficiently: Export reports, lists, and other data from QuickBooks Online.
You can get back here in Community space if you have further questions related to QuickBooks like running reports, handling transactions, etc. I'll be more than willing to help.
