Como hago para que en el informe detallado del balance y de perdidas y ganacias me muestre cada uno de los beneficiarios de las transacciones. Muchas gracias


Hola, interopscosa,

Puede personalizar el informe de ganancias y pérdidas para que pueda elegir qué información desea ver. De esta manera, puede especificar sus filas / columnas y filtrarlas según su detalle preferido.

  1. Vaya al menú Informes y, a continuación, seleccione Informe detallado de ganancias y pérdidas en el cuadro de búsqueda. 
  2. Seleccione el botón Personalizar arriba. 
  3. Haga clic en el menú desplegable Filas / Columnas. 
  4. Ponga una marca de verificación junto a las opciones disponibles. 
  5. Haga clic en el menú desplegable Filtro.
  6. Ponga una marca de verificación junto a las opciones disponibles y especifique su cuenta, cliente, empleado o proveedor presionando el menú desplegable. 
  7. Haga clic en Ejecutar informe una vez hecho.

He adjuntado capturas de pantalla a continuación para su referencia. Aquí también hay un artículo para guiarlo en los pasos y para saber cómo puede guardar su informe personalizado: How to Customise Reports.

Descargo de responsabilidad: esta publicación se creó originalmente en inglés y se traduce en nuestro traductor de Google. 

Déjeme saber si tiene otras inquietudes sobre la personalización de informes en QuickBooks. Siempre estoy aquí para ayudar.

Hello there, interopscosa,

You can customise the Profit and Loss report so you can choose which information you want to see. This way, you can specify its rows/columns and can filter it to your preferred detail.

  1. Go to the Reports menu, then choose Profit and Loss Detail report on the search box.
  2. Select the Customise button above.
  3. Click the Rows/Columns drop-down. 
  4. Put a check mark beside the options available.
  5. Click the Filter drop-down.
  6. Put a check mark beside the options available and you specify its account, customer, employee or supplier by hitting the drop-down.
  7. Click Run report once done.

I've attached screenshots below for your reference. Here's also an article to guide you for the steps as well as to know how you can save your customized report: How to Customise Reports.

Disclaimer: This post is originally created using the English language and is translated using our Google translator.

Please let me know if you have other concerns about customizing reports in QuickBooks. I'm always here to help.

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