We are here to help you run the report you need in QuickBooks Online (QBO), Bop88.
We can pull up and run the Profit and Loss Detail report to show all the categories you need. Here's how:
- Click Report in the left panel.
- On the search box, look for the Profit and Loss Detail and click to open the report.
- You'll see all the details you need in the report.
Then, customize the report to get the specific categories you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
We can also run a Transaction List by Date report to show all your money-in and money-out transactions for each month. Let me guide you on how:
- Go to Reports from the left menu panel.
- Enter the Transaction List by Date report under the search section.
- Modify the Report period and other Columns, Filter, Group by, and General options to specify transactions in the report.
In addition, you may run a Statement of Cash Flows report that shows all operating and financing activities made from your account. For more detailed data, you can filter the Display columns by dropdown to Months.
If you need to combine the two reports into one, we can export them to Excel. This helps you modify the report and show all the report data you need. You can follow the steps and details in this article: Export your reports to Excel from QuickBooks Online.
Moreover, you can refer to this article that will guide you through the process of downloading and exporting your data efficiently: Export reports, lists, and other data from QuickBooks Online.
You can always get back in the Community space if you have further questions related to QuickBooks like running reports and handling transactions. We'll be more than willing to help, Bop88.
