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How to Run a Profit and Loss Report by Customer in QuickBooks Online

This training guide provides instructions on generating and analyzing a Profit and Loss (P&L) report by customer in QuickBooks Online.

 

Training Guide: Running a Profit & Loss Report by Customer in QuickBooks Online


Objective:
This guide instructs users on generating a Profit and Loss (P&L) report, also known as an income statement, by Customer in QuickBooks Online.

Tools Required:
Access to QuickBooks Online with a company account.

Procedure:

1. Accessing the P&L Report:

  • Start by logging into QuickBooks Online. Navigate to the 'Reports' section. 

2. Running the Report:
  • Click on the Profit and Loss by Customer Report
  • Change the "Report Period" to "All Dates"
  • Click on "Customize"
    • In the first "Select One" search box, choose "Customer".
    • In the third "Select One" search box, select the customer you want to run the report on.
Conclusion:
This guide provides a basic overview of how to pull a P&L report by Customer in QuickBooks Online. This report allows business owners to understand profitability by customer in QuickBooks.