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useraimeesapp
January 13, 2021
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Is there a report I can use to compare multiple years actual income and expenses?

  • January 13, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by AlcaeusF

Hi @useraimeesapp,

 

Welcome to the Community. I'm here to share some information about how you can compare multiple years of income and expenses in QuickBooks.

 

You can run the Profit and Loss report to acquire the data you need in the system. There's an option to filter the details and show them separately on each year.

 

Here's how:

 

  1. On the left navigation, click Reports.
  2. Scroll down and select Profit and Loss.
  3. Click Customize.
  4. Filter the date range.
  5. Under Columns, choose Fiscal Years or Calendar Years. 
  6. Hit Run report.
  7. View the report. 

For additional reference, you can use the following article to learn more about how you can personalize reports in QuickBooks: Customize reports in QuickBooks Online.

 

Leave a comment below if you have other concerns regarding running the report. The Community and I will be around to help you.

1 reply

AlcaeusF
AlcaeusFAnswer
January 13, 2021

Hi @useraimeesapp,

 

Welcome to the Community. I'm here to share some information about how you can compare multiple years of income and expenses in QuickBooks.

 

You can run the Profit and Loss report to acquire the data you need in the system. There's an option to filter the details and show them separately on each year.

 

Here's how:

 

  1. On the left navigation, click Reports.
  2. Scroll down and select Profit and Loss.
  3. Click Customize.
  4. Filter the date range.
  5. Under Columns, choose Fiscal Years or Calendar Years. 
  6. Hit Run report.
  7. View the report. 

For additional reference, you can use the following article to learn more about how you can personalize reports in QuickBooks: Customize reports in QuickBooks Online.

 

Leave a comment below if you have other concerns regarding running the report. The Community and I will be around to help you.

    U
    useraimeesappAuthor
    January 13, 2021

    The only P&L report I have is a P&L by tag group. 

    Jessica_young
    Jessica_young
    January 13, 2021

    This is strange, @useraimeesapp. 

    I want to verify you are logged into your account as the Admin or have the correct permissions to run this P&L report.

     

    If you do, we'll want to try some browser troubleshooting to ensure the issue you're seeing isn't due to your browser.

    As you start basic troubleshooting, try the following:

    1. Restart your browser.
    2. Clear your browser's cache.
    3. Add Intuit as a trusted site.
    4. To have the best and most secure experience with Tsheets, use a supported, up-to-date browser.
    5. Lastly, try this in an incognito browser.

    I'd love to know if any of these resolve the issue you are seeing. Please reach back out if this persists, and we can take a look at other options to move forward.  If you can provide screenshots of what you're seeing, that would be helpful in diagnosing the issue.  Take care!

     

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