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H
hsinclair
June 30, 2020
Question

How do i create a report with ytd comparison to prior fiscal year?

  • June 30, 2020
  • 1 reply
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1 reply

MaryLandT
MaryLandT
June 30, 2020

Good day, hsinclair,

 

You can run Profit & Loss Comparison report to get the income and expenses. Then, use the Compare time periods to see how things have changed over time.

 

I'm glad to show how to run this comparison:

  1. Go to Reports from the left navigation bar.
  2. Type Profit and Loss within the Search field.
  3. Select Profit and Loss Comparison from the selection drop-down.
  4. At the top of the report, select the menu under Compare another period. 
  5. Select which time period to compare.
    • Previous period: The period right before the report period. Example: If the report period is February, the previous period is January.
    • Previous year: The same period the previous year.
    • Year-to-date: From the start of the year to the start of the report period. Note: Not all reports have this option.
  6. Select how you want to compare the difference.
    • $ change: The difference as a dollar amount.
    • % change: The difference as a percentage.
  7. Select Run report.After selecting Run Report, you'll be able to see your changes.

Check out the How to Customize Financial Reports in QuickBooks Online page to learn more on how to personalize your statements.

 

Stay in touch if there's anything else you need. I'm always right here to help.

    H
    hsinclairAuthor
    June 30, 2020

    Thanks Mary! However, i'm looking to run a 12/1/19 - 5/31/20 report, compared to 12/1/18 - 11/30/19 report, and none of those options give me that report?

    M
    MirriamM
    June 30, 2020

    It's good to see you back, hsinclair.

     

    I have an additional workaround for you to get the report you need. You can follow the steps provided by my colleague @MaryLandT above, and choose the Previous year (PY) and Year-to-date (YTD) as the time to compare on step 4.

     

    Also, make sure that you customize the Report period on the data you want to show.

     

    To learn more about running reports in QuickBooks Online, take a look at these articles which you may find helpful:

     

    Reach back out to me by commenting below if you have any questions concerning QuickBooks. I'm always here to help. Have a great day!

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