Skip to main content
September 22, 2024
Question

How do I edit a bookmark title? For example, I want to change "Nameofmycompany - Quickbooks Online Profit & Loss" to "PNL Jan-Mar 2024."

  • September 22, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

September 22, 2024

Hi there, @invicta. 

 

Creating a detailed Profit and Loss report in QuickBooks Online is easy. And I'll be happy to guide you. 

Here's how:

 

  1. On the left of your QuickBooks Online (QBO), click Reports.
  2. Select the Profit and Loss Detail report under the Business overview section.
  3. Modify the reporting period to a specific month.
  4. Click on the pencil icon next to the report title.
  5. Type your desired title, such as PNL Jan-Mar 2024.
  6. Choose Save to apply the changes.

See the screenshot below for your visual reference. 

 

 

To learn a bunch of ways to run and customize your reports, refer to these articles:

If you want to export your report to Microsoft Excel in the future, here's a detailed guide you can check: Export your reports to Excel from QuickBooks Online.

 

I'm only a comment away if you need more assistance with reports. Take care and have a good one.