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sternashaje-gmai
Level 1

I want to create a customized form for some of my data, that will include date, description, expenses, income and profit also dividing the profit among the partners

despite making invoice, add bills and other option on quick books. I need to create a form that I can add income and outgoing money for my agencies, calculating and profit and then dividing the profit among the partners
1 Comment 1
LeizylM
QuickBooks Team

I want to create a customized form for some of my data, that will include date, description, expenses, income and profit also dividing the profit among the partners

It's nice to see you here,sternashaje. 

 

I can think of reports that can generate this data. You'll want to run and customize the Profit and Loss Detail report. This report displays your business's income, expenses, and net profit or loss over a specific period of time.  

 

Here's how: 

 

  1. Go to the Reports menu on the left panel.
  2. In the search box, type in Profit and Loss Detail.  
  3. To modify the accounts, click the Customize option.
  4. Select the Reporting period. 
  5. Click Filter, then check the Distribution Account
  6. Hit the dropdown button, then select All Income/Expense Accounts.
  7. Once done, click Run Report. 
  8. From the Gear icon, select Date, Memo/Description, and Transaction type by putting a checkmark in the box.

 

Just in case you'll want to memorise this report, feel free to check out this article for the detailed steps and information: Memorise reports in QuickBooks Online.

 

Feel free to leave a reply below if you have further concerns about your financial reports in QuickBooks Online. The Community is always glad to help. Take care!