Skip to main content
April 9, 2020
Question

You asked I need to set up my account so it runs from the start of last years tax year to the end, in the P&L section I can only see from January this year until now.

  • April 9, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 9, 2020

 

Hello there, @cgsfacilityservi.

 

You can run the Profit and Loss and Balance Sheet reports so you can review the business data for last year.

 

Here's how:

  1. Go to Reports from the left menu. 
  2. Enter either Profit and Loss or Balance Sheet in the Search box. 
  3. Set the Report period to Last Year
  4. Choose your Accounting method
  5. Click Run report

In the meantime, for those transactions for the last year, make sure you select the correct account so that when you run the Profit and Loss you'll see it.

 

You can use the Customize button to personalize the report that you want to show. Check out this link for more information: Customize report in QuickBooks Online.

 

Please know that I'm committed to helping if you need anything else. Have a great day