cancel
Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
QuickBooks Team

Reply to message

Chiming in to share additional details about accounts, cjohnson3.

 

What vpcontroller mentioned is correct. Though, we can customize reports in QuickBooks Online, Profit and Loss has a default format which we're unable to modify. We can use the Transaction Detail by Account to have a report which separates the G&A from Operating Expenses. These are the steps to follow:

  1. Go to the Reports tab. Search and select Transaction Detail by Account.
  2. Click Customize button. From the Filter section, check the Distribution Account box.
  3. From the Distribution Account drop-down, select the two account (G&A and Operating).
  4. Hit Run report.

I'd like to clarify something to make sure we're on the same page. What do you mean by changing those categories? If you want to edit the categories on the transactions, we'll have to edit the transactions manually. If what you mean by categories is the account or detail type, we can only edit the detail type. We're unable to change its account type to another type of account.

 

You can follow these steps  if you haven't added the new accounts yet:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Click New and select expenses as the account and detail type.
  3. Enter all details needed. Hit Save and close.

Also, I've added these links for more details:

Please comment again if you need further assistance. Wishing you all the best!

Need to get in touch?

Contact us