You'll want to browse some helpful articles in QuickBooks for additional information.įill me in if you have any questions about reports. To personalize a report, you can read this article for more information: Customize Reports in QuickBooks Desktop. Then select the data you want to show within the report. Click Reports and then select Company and Financial.When you’re ready, you can now run the said report. Follow the instructions on how to finish the backup process.In the Tell us where to save your backup copies field, select Browse and pick the location where you wish to keep the copy.Tick the radio button for Local Backup and hit the Options button.Tap the File menu to choose Back Up Company and Create Local Backup.Let me help and guide you through the steps. If the device is compatible, create a backup of the company file to keep a copy of your transactions. Check out this article for detailed information: System requirements for QuickBooks Desktop 2022. This will ensure the application is compatible with your setup and will help avoid problems when installing it. Since you're using outdated software, I would suggest upgrading it to the new QB version.īut before upgrading to a newer QB version, check your computer and make sure it meets the system requirements. Upgrading your software is the best option for this issue. Thank you for reaching out to the Community. The Profit and loss report is available in QBDT, Michelle2722. Keep me posted for additional questions or other concerns. Click on the QuickBooks Online (QBO) drop-down to see the most updated support schedule: Support hours and types. The availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Go to the Help menu at the upper right.This needs to be investigated thoroughly and our phone support has the ability to take a closer look at this using their tools. If you're still not seeing this despite performing the steps shared by MaryLurleenM, I recommend contacting our QuickBooks Care Support. Here's a sample screenshot for your reference: You can see it when you click the Customize button on the report. Thanks for keeping me updated with the results, kbolster20.Īll versions of QuickBooks Online (QBO) has a Filter option in the Profit and Loss report. I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. After that, just memorize the report to save the current customization settings.įeel free to visit our Reports page for more insights about managing your financial reports in your account. You can customize the report to focus on other details that really matter. Place a checkmark on Distribution Account and choose the Income accounts.Select the date in the Report period field.Enter Profit and Loss in the search box.You'll need to customize it for the Income account only so that you will get the report you need. This way, you can keep track of your sales and monitor your business growth. However, you can pull up the Profit and Loss report to track the income for a certain period. In QBO, there isn't a specific report that'll show the gross receipt. Let me help you run a gross receipts report in QuickBooks Online (QBO), Philippa2.
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