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February 12, 2022
Question

Who else would love to see QBOnline provide a "Profit First" report format? Right now we have to do huge crazy spreadsheets to get actuals info.

  • February 12, 2022
  • 1 reply
  • 0 views

Right now the info in our P&L and Balance Sheet reports has to be dissected and put into a separate humungous spreadsheet to get Profit First numbers to track our actual progress. It would be amazing to have a QB report we can customize to get that info here. 

1 reply

February 12, 2022

Thank you for dropping by the Community today, lpblue.


I recognize how important it is to see your profit information first in your financial reports. This will help keep track of the actual progress of your business.  


While we’re unable to provide a built-in report that will show that specific format, I still suggest you continue in running the Profit and Loss and Balance Sheets reports and dissect the data.


I also recommend you let our Product Development Team know that adding a report with the specific format mentioned above is a great idea. We take into consideration our customers’ suggestions when adding features or enhancing the program. This will guide us on which areas in QuickBooks will have to improve.


To send feedback:

 

  1. In QuickBooks Online (QBO), head to the Gear icon in the upper-right and select Feedback under Other.
  2. This will open a window where you can input your thoughts and ideas about the product.
  3. From there, make sure to enter the information in the field box.
  4. Click Next to submit.

 

For additional resources, I’m adding some links below that will guide you on how to get the most out of your financial reports. These resources provide an overview of customized reports and focus on the details that matter the most to you.

 

 

Feel free to click the Reply button if you have additional concerns about running reports. I’m always ready to help and get this taken care of for you. Enjoy your weekend.