Account management
I'd be happy to help keep the process of customizing a report easy and simple. , treasurer-onerap.
To be able to customize and filter the Profit and Loss report, as an initial step, you might want to ensure that you're logged in as the Master Admin of the account.
If you're added as a user in QuickBooks Online, the access and options may vary from one user at a company to another. The system determines what information it displays by each user’s access rights.
You can reach out to the owner of the account or the Master Admin and ask to review your access. Here’s how:
- Click the Gear icon and select Manage Users.
- Highlight the user's name, click Edit.
- Under Edit user settings, go to User type.
- Make sure to select the correct option to view and customize the Profit and Loss report.
- Hit Save.
However, if you're still unable to filter the report, I'd suggest deleting and adding yourself again. Once done, go back and filter the report.
I recommend memorizing the report to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Please get back to me if you continue to get the same results so I can look further into this. I'll be here to keep helping.
