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September 15, 2020
Question

How do i produce a 5 year p& L and balance sheet. I can only seem to do a 2 year comparison.

  • September 15, 2020
  • 1 reply
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1 reply

Pabz_L
September 15, 2020

Welcome to the Community, @bonnie35.

 

If you want to pull up a Profit & Loss and Balance sheet report 5years ago, you’ll have to customize the date.

 

Here’s how:

 

  1. Go to the Reports menu and select Profit and Loss Report.
  2. Under the Report period, click the drop-down arrow and select Custom.
  3. On the date field, fill in the date range of the report you want to pull up.
  4. Then click Run report.

 

Please see the screenshots below for reference.

 

 

 

You can also perform the same process when pulling up the balance sheet report.

 

If you wanted to learn more about customizing reports in QuickBooks Online, use this tutorial video: Customize Reports.

 

Let me know if you have any other questions. I am here to help. Have a nice day!