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H
hein
May 6, 2022
Question

Can I send customers monthly management reports, specifically profit and loss in excel with the 3 months displayed in separate columns per month. Can this be done in QBO?

  • May 6, 2022
  • 1 reply
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I would also like to combine the profit and loss report with other reports that might be useful to the user. Is there a function whereby I can choose which reports should be included in my monthly reporting to customers as opposed to selecting them individually ?

1 reply

katherinejoyceO
katherinejoyceO
May 6, 2022

Hello there, @hein. 

 

Thanks for asking us today. The option to send customers monthly management reports, specifically profit and loss in excel with the 3 months displayed in separate columns per month is currently unavaiable. 

 

As a workaround, you'll want to export the report to Excel. That way, you can choose which reports should be included in my monthly reporting to customers. 

 

For future reference, here are our articles about running reports in the program: 

 

 

Don't hesitate to return to this post if you have any additional concerns or if there is anything else that I can do for you. Take care!

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