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February 7, 2023
Question

How do I get the program to include my custom categories in the profit loss report?

  • February 7, 2023
  • 1 reply
  • 1 view
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1 reply

QuickBooks Team
February 7, 2023

Hi Sask Rancher,

 

Thanks for reaching out here.  QuickBooks Online provides multiple options for customizing your reports, so you can see what matters most.  I'd be glad to assist!

 

Follow these steps to include all of your categories in the Profit and Loss report;

 

1. Open Reports from the left menu and select Profit & Loss

2. Click on Customize 

3. Enter the Report period

4. Scroll down and open the Filter section, in the Distribution Account field, use the ▼ dropdown menu and select All Income/Expense accounts

5. Run report.

 

If you have any other questions, feel free to reach back out.  We're always happy to help!