Account management

Thanks for getting back to us, bookkeepersr.

Yes, there is! Instead of exporting the report to Excel, you can just memorize it after applying the Non-Zero or In Use filter (depending on the Profit and Loss report you're using). This way, the report will not revert to its default settings when pulling it up.

Here's how:

1. On the P&L, click the Memorize option at the top, then enter a name in On the Memorize Report window.
2. Once done, hit OK.

For additional information, such as how to access a memorized report, please check out this article: Create, access and modify memorized reports.

Just in case, I'll be sharing this article for future reference: Customize reports in QuickBooks Desktop.

Reach out to me in the comment section if you have any other issues or concerns. I want to make sure everything is taken care of for you. Have a wonderful day!