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June 3, 2022
Question

I'd like to give my customers an 'end of year' summary for their accountants. How do I do that?

  • June 3, 2022
  • 1 reply
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1 reply

June 3, 2022

Hi treasurer132, 

 

There are various reports you can generate and provide to your customers based on their accounting needs. Let me show you how to run and customise a report in QuickBooks Online. 

 

  1. Go to Reports tab.
  2. Enter Profit and Loss by Customer and search.
  3. Select the correct Report period and Accounting method.
  4. If you would like to see the profit and loss on a specific customer, click Customise
  5. Go to Filter and then select Customer on the dropdown menu.
  6. Then select Run report

 

For your reference, you can also check on this article: Year-end guide and checklist - Business Owners

 

Feel free to drop a comment below if you have any other questions. Have a nice day!