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Replying to:
Catherine_B
QuickBooks Team

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I'm here to ensure that you're able to customize your Profit and Loss report, ccetg.

 

The option provided by my colleagues is for QuickBooks Desktop. I looked into the screenshot you provided and you're currently using QuickBooks Online. You have the option to add a column where you can select the percentage of Income. 

 

When you select the Rows/Columns drop-down arrow, do you have the Change columns option? We can try performing a few browser troubleshooting steps to verify if the issue is caused by stored cache files. 

 

Log in to QuickBooks Online using a private browser. You can use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Then, run the Profit and Loss report and then customize it. Let me show you how:

 

  1. Go to the Reports menu.
  2. Select the Profit and Loss report. 
  3. At the upper-right, click Customize
  4. Select Rows/Columns and then Change columns.
  5. Check the percentage and comparison option you want to add. 
  6. Customize the report further and then click Run report to refresh updates. 

If you're to see the options and edit the reports, you can switch back to the main browser and clear the cache. Other browsers such as Google Chrome, Internet Explorer, or Mozilla Firefox can help you isolate these kinds of issues. 

 

To help you more with customizing your report, check out this article: Customize reports in QuickBooks Online.

 

Always know that we're happy to help you with the questions you have in mind. Feel free to post them here. You take care!

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