How do I view profitability by YTD not by month on my iPhone? The iPhone app used to default to that YTD view. Now it does not.

I've got your back, @tim62.

You have the option to filter your profit and loss data into Year to Date (YTD) on your iPhone app. However, this still shows the data by month. Here's how:

1. Open your QuickBooks Online (QBO) account on your iPhone.
2. On the Dashboard, click the View Profit and Loss link.               
3. Click the Filter icon at the top-right corner.
4. Select This Year to Date.                                                                     

Once done, you'll be able to view your YTD profit. I'm also adding this article for more guidance: Run a Profit & Loss report using the QuickBooks Online app (iOS only).

You might also want to view your balance on your iPhone app. This article will guide you through the steps: View your balance sheet using the QuickBooks Online app (iOS only).

It’s nice working with you, @tim62. Please know you can continue to reach me here if you need further assistance running reports on your mobile app.