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Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report is the deal breaker if not available. They both audit their books from the detailed P&L.

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  • 3 years ago

Hello @gina, 

You can run the Account Transactions report with the following customization to view the Detailed P&L. 



This will give you the list of all the transactions under each income and expense account for the chosen date range. We are also working on the option to save custom reports. Once that is available, you can have this report customization saved and run whenever required. For better usability, we will also look into providing a multi-select field for 'Account Group' selection in the report filters instead of dropdowns. 

If you require further assistance, feel free to write back. 

Regards,
Divya R
Zoho Cares

  • 3 years ago

Hello @gina,

We have supported the option to save custom report for Account Transactions report as well. You can now customize this report as explained above and save it as a custom report to view it more efficiently and quickly.

Regards,
Divya R
Zoho Cares

  • 1 year ago

Tried the option, blank report shows 

  • 1 year ago

Hello


Thanks for posting on our forums. 

During the configuration of advanced filters for the Account Transactions report, please ensure that in the comparator field, you have opted for the 'is not' option. Herewith I'm attaching the screenshot for your reference. 



Additionally, please confirm the existence of transactions within the specified date range for which the report is being generated and ensure that the status of these transactions is not in draft status. If you're still facing the issue, kindly revert with the screenshot of the 'Customize Report' page, so that we would be able to analyze and assist you accordingly. 

Regards,
Aravind Sathiya Narayanan
Zoho Cares.

  • 16 days ago

How do i add account group in filters. When i am trying to prepare same customized report, in filter there is only projects

Hello Accounts, 

Thanks for posting on our forums.

Apropos to your query, kindly share with us more details on which report is this being tried and any sample screenshots to assist you further. You shall either share it here or drop us an email at support.india@zohobooks.com to assist you further.

If you have any further queries, please reach out to us. Happy to help. 

Regards, 
Naveen Promoth D
Zoho Cares.

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