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August 13, 2023
Question

Hi, I’d like some support please as I’m trying to set up a view of my profit and loss for the rest of this financial year.

  • August 13, 2023
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1 reply

August 13, 2023

It's our pleasure to have you in the Community space today, James.

 

Before anything else, we'd like to thank you for allowing us to assist you in running a profit and loss report inside QuickBooks Online (QBO). We aim to provide the information needed to help you get your concern resolved on time. In QBO, generating a profit and loss to get a clearer picture of your business's financial side is easy and can be done in no time. We'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. In the Search bar, enter Profit and Loss.
  4. Choose the report you'd like to access.
  5. In the Report period section, select an accurate reporting period and the date.
  6. Once done, click the Run report button.

 

For visual reference, see the screenshot attached.

 

 

 

You can check this article for more information: Customise reports in QuickBooks Online

 

Moreover, we've got these articles to help you keep your current report settings, and secure a copy of it:

 

 

James, know that we're happy you've visited us. Also, we've got your back, and we'll gladly help you out anytime if you have any additional QuickBooks-related queries. Take care, and have a great day!