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November 6, 2022
Question

How do I send a copy of balance sheet and profit/loss?

  • November 6, 2022
  • 1 reply
  • 0 views
Needed for application to SBA loan

1 reply

November 6, 2022

I am delighted to have you here, treekill1983.

 

I can share the steps to secure a copy of your Balance Sheet and Profit and Loss reports in QuickBooks Online (QBO).

 

We can export this from your company file to enable you to send a copy of the following reports. That way, we can get a soft copy of this and send them for your SBA loan application. 

 

Here’s how you can export it:

 

  1. Navigate to the Reports menu and look for the report you want to export first.
  2. Choose Run report and customize this according to the information you wish to include.
  3. Select the Export icon beside the small gear icon on the report page. Then, click Export to Excel or Export to PDF.

 

Once done, you can now send this report file to your recipient. In addition, I included this article for more information about customizing your report. You’ll also want to utilize the memorize report feature to save your previous customization for future use.

 

You’re now good to send your reports from QBO, treekill1983. If you have more questions about obtaining reports, you can always drop by and post them here. Have a great day!