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A
Apples521
March 25, 2026
Question

P&L by customer no longer grouping by customer- subcustomer

  • March 25, 2026
  • 3 replies
  • 58 views

Has anyone else noticed that the P&L by Customer report no longer groups and subtotals by parent customer?

 

The report runs with customers as columns across the top. Previously, parent customers and their jobs/sub-customers were grouped together — the parent customer column came first, followed by its job columns, then a "Total for [Customer]" subtotal column before moving on to the next customer. If a transaction was accidentally posted to the parent instead of the correct job, it was easy to spot because they were right next to each other.

 

Now everything appears to be in one flat alphabetical list across the columns — parent customers and jobs all mixed in together with no grouping and no subtotal columns per parent. For anyone doing job costing, this makes it really hard to catch miscoded transactions and is really messing up my data integrity.

 

I can't find any setting or customization to restore the old grouping behavior. Is anyone else experiencing this and has anyone found a workaround?

3 replies

E
EmanE17QuickBooks Team
QuickBooks Team
March 25, 2026

Hi Apples521, simply click on the Customize button, filter to Customers, and select your specific customer along with its subcustomer. Ensure that you've also chosen the correct reporting period.

 

Here's a screenshot for visual reference:


 

 

 

Once done, click Save As to save your customized report.

 

If there's anything else you need help with in QuickBooks, please come back to this thread.

A
Apples521Author
March 25, 2026

This does not solve the issue.  There is still no subtotal by customer.  Plus it would be extremely tedious and time consuming to sort through and filter by all of our customers and subcustomers since we have a very long active customer list.  We need the old reporting format back.

 

Here is a screenshot of a prior P&L by Customer report I have from a while ago.  I changed the customer and subcustomer names for privacy, but the format is left the same.  As you can see, Apples, Apricot, Blueberris and Corn are all customers.  But "Yellow" and "Purple" are subcustomers of corn and grouped right next to it, followed by a "Total Corn" column.  This allows me to see for instance that there is COGS in customer Corn that should go to either its subcustomer "Yellow" or "Purple".  

The new and current QBO reporting took away that functionality making it very easy to miss these otherwise easy data errors.

B
BonJulius_GQuickBooks Team
QuickBooks Team
March 25, 2026

Hello there, Apples521. Thank you for sharing that detailed feedback and the screenshot you provided. We understand how heavily you rely on those grouped subtotals to maintain data accuracy and prevent errors from slipping through unnoticed.

 

The best way to get this reviewed is to send your feedback to our product engineering team for review, as we can see the value it would add to your business workflow. You can do this by clicking the Gear icon and selecting Feedback under Profile.

 

In the meantime, the closest workaround as of now is the Profit & Loss by Customer report. You can refine the view by selecting Customize to filter or group by specific customers.

 

If you have other concerns about QuickBooks, reply below. We’re here to assist.

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