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JuliesABCs
JuliesABCs
April 7, 2020
Question

Where can I find the P & L report in Quickbooks Desktop Pro ?

  • April 7, 2020
  • 1 reply
  • 0 views

Hi There , 

I am trying to convert the Desktop Pro to Quickbooks online Plus and I am unable to locate the P & L report in the desktop version . Where can I locate it ?

1 reply

L
LauraAB
April 7, 2020

Hello JuliesABCs,

 

Welcome back! Comparing the data between QuickBooks Desktop and QuickBooks Online is a great way to make sure that your data has transferred over from one to the other. Reports such as the Profit and Loss Report are a useful tool in this instance, and I'm happy to guide you to where to find it in QuickBooks Desktop.

 

Using the Reports Centre, QuickBooks Desktop makes it easy to find the reports you need. As one of the essential reports to a business, you can even access it from the Reports drop-down menu.

  1. Select Reports from the top menu.
  2. Hover over Company and Financial.
  3. Select one of the Profit & Loss reports to run it.

Pretty simple, right? Here's an article about customizing Desktop's reports in case you need it: Customize reports in QuickBooks Desktop

 

I've also got a few more articles for you to help with the QuickBooks Desktop to QuickBooks Online process. Feel free to take a look at them at your leisure.

Don't be afraid to stop by again with more questions. Enjoy your day.

    JuliesABCs
    JuliesABCsAuthor
    April 8, 2020

    Thank you , very helpful indeed. 

     

    I have another question if that is ok .  My client is subscribed with QBO plus and has 5 computers to be transfered from Desktop to Online . I need to know how i can add a company without replacing the existing one once i start transfering from each individual computer .

    L
    LauraAB
    April 8, 2020

    I'm glad to be able to lend a hand! You have a great followup question an I can absolutely help you with this as well.

     

    The first thing to make note of here is that QuickBooks Online operates differently than QuickBooks Desktop when it comes to subscriptions. While a single QuickBooks Desktop subscription can create and use multiple company files, QuickBooks Online's subscriptions are a one-to-one scenario. One QuickBooks Online subscription means one set of business data in the account.

     

    To have multiple sets of business data will mean having multiple QuickBooks Online subscriptions. For ease of access, your client be able to set them up with the same login credentials to be able to switch between them without having to log out and back in. Check out the Add a company subscription section of the following article to learn how to do that: Create a new company and add subscriptions.

     

    If by "5 computers" you mean 5 different company files need to be transferred to QuickBooks Online, creating 5 QuickBooks Online subscriptions is the way to make it happen. They don't need to each be the same level of subscription, so considering the needs for each business can help with choosing the right plan for them. Your client can also consider getting in touch with our sales department to learn about possible multi-company discounts if he's going to continue to pay for his own billing. The sales team can be reached at 1-888-829-8589 from 9 a.m. to 6:30 p.m. ET, Monday to Friday.

     

    I'll keep an eye out for more questions from you if you'd like clarification about any of that. :)

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