Welcome to the Community. I'm here to ensure that you'll get to run your Profit and Loss report the way you want it to.
If you're using the class feature for your transactions in QuickBooks Online (QBO), you can run a Profit and Loss by Class report. On the other hand, you can customise the report if you want to add more columns/rows or filters.
For your reference, here's an overview of what you can customise:
- General section: Change things like the accounting method, reporting period, and number format.
- Rows/Columns section: Choose which rows and columns appear on the report.
- Filter section: Select which customers, distribution account, suppliers, accounts, and products appear on the report.
- Header/Footer section: Decide what appears in the header and footer.
To start customising, here's how:
- In your QBO account, go to the Reports tab, then run the Profit & Loss report.
- On the top part of the report page, click on Customise.
- Once ready, click on Run report. Tip: You can also click on the Save customisation button if you want to save the report's format.
For detailed information, kindly visit: Customise reports in QuickBooks Online.
Moreover, I'll also share this article that can serve as your reference so you can easily create memorised Account Receivable (A/R) reports with scheduled email reminders for customer statements in QuickBooks: How to create memorised A/R reports with email reminders.
Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.
