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July 29, 2020
Question

How do i include transactions in a P&L report, like i can in quick books for a PC

  • July 29, 2020
  • 1 reply
  • 1 view
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1 reply

JessT
Moderator
July 29, 2020

I'll guide you to show the transactions on your P&L report, rickst.

 

Instead of running the Profit and Loss report, you'll want to choose the Profit and Loss Detail. This will show you the transactions under each account in that report.

  1. Go to Reports.
  2. In the search box, type in Profit and Loss Detail.
  3. Click on the report from the suggestions.

You can also customize it if you want to filter the data that you only need.

 

Feel free to go back to this thread if you need more help with your report. The next available agent will continue to help you.