P&L report by category

[dgee]

Hi,
Is it possible to create a report of sales and expenses by category for a subset of income and expenditure? For example if I tag certain sales items and expense items with a name, can I create a P&L for that subset?
Thanks,
David

[QFMathew]

Hi @dgee

It sounds like you’re after the project tagging feature. This will allow you to take invoices (both sales and purchases) to a ‘project’ and then produce a profit and loss based on everything tagged to that particular project.

There’s more info in this post:

Projects in QuickFile

Introduction Projects offer a simple way to group together your sales, expenses, estimates and purchase orders into a single container. This makes it easier to report on a specific activity within your business for example a project you’re working on for a client or perhaps a new division in your sales team. We’ve designed the project system to be as flexible as possible by relying on what we call project tags. Essentially you can apply tags to any of your sales invoices and purchase invoices …

I hope that helps?

[dgee]

Hi,
Yes, that’s just what I’m looking for.
Thanks,
David