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August 28, 2022
Question

How to produce separate monthly profit and loss reports?

  • August 28, 2022
  • 1 reply
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Can I produce monthly profit and loss reports?

1 reply

Tori B
August 29, 2022

Good morning, @kaktinslk-gmail-.

 

I'm happy to go over some steps to produce monthly profit and loss reports. 

 

Here's how: 

 

  1. Tap on the Reports menu from the left pane. 
  2. Key in Profit and Loss in the search bar. 
  3. Customize the report as you see fit. Be sure to set the Report Period for This month
  4. Tap on Save Customization once you've made your changes. 

 

For additional details about this process, check out Run a Profit and Loss Report

 

That should do it. Let me know if you have any questions or concerns. I'm always around to  lend a hand. Take care!