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Replying to:
MirriamM
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Hello again, JSTreasurer19.

 

Thanks for getting back and providing additional information about your concern. 

 

When running the Profit and Loss report, it's section is separated from Income and Expenses. To get the information you need, you can pull up a QuickReport for a specific income and expense account. Then, export the report to Excel. From there, merge the two data and get the net amount.

 

To export, here's how:

  1. In the left menu, click Accounting
  2. Go to the Chart of Accounts tab.
  3. Locate the Fundraising Income and Fundraising Expenses.
  4. Under the Action column, click Run report.
  5. Set the Report period.
  6. Click Run report.
  7. Click the Export icon beside the Gear icon.
  8. Select Export to Excel.

To learn more about managing reports in QBO, check out the below articles: 

If there's anything else I can do for you, feel free to reach back out. I'm here to help. Have a great day.

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