How can I run a report that shows total income and total expenses for a specific customer (client) in the new QuickBooks Online?

Run Profit and Loss report and customize by customer.

GO to blue navigation bar (located on the left)

  • Select Reports
  • Go to report and type Profit & Loss
  • Select “Profit & Loss” from the drop-down selector
  • Run Profit & Loss report (for the wanted transaction date)
  • Click Customize button
  • Click Lists
  • Select “Customer” from the drop-down list (see attached screenshot below for reference)
  • Click Run Report

Optional: Click “Save Customizations” button if you need to make this report as Custom Report for future

Notes:

      Main source of income details = Created Invoice and Created Sales Receipts plus any issued credits
      Main source of expense details = Entered expense and product/service tracking by customer from Vendors & Purchases
    Customize P&L by Customer
    Customize P&L by Customer
    Customize P&L by Customer Report
    Customize P&L by Customer Report

    Leave a Reply

    Your email address will not be published. Required fields are marked *