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I
Its Lucy
August 6, 2019
Question

Profit and Loss month on month

  • August 6, 2019
  • 1 reply
  • 0 views
Hello, Is it possible to see a profit and loss report that shows month on month P&L, so for example I can see my P&L for a whole year but by each month on one chart? It would be very useful for me to see this data to see where peaks and troughs are... Thanks for any help.

1 reply

G
GeorgiaC
August 6, 2019

Hey Its Lucy,

 

 

Thanks for your post and welcome to the community.

 

Unfortunately it is not possible to do this on the Self-Employed product, you would need to customise the report to run for each month and then export and copy each into an Excel spreadsheet to compare.

 

 

I
Its LucyAuthor
August 8, 2019
Hi Georgia, thanks for the reply. Is this something the developers will look to add? It does seem like there are some quite basic reporting functionalities that are missing that would be extremely useful.
Rose-A
Rose-A
August 8, 2019

Hi, Its Lucy.

Let me share additional information regarding Profit and Loss report in QuickBooks Self-Employed.

 

I appreciate the idea you shared for all the cool features QuickBooks could have. I can definitely see why this would be super important. Having this kind of feature would save you time so you won't have to go over to your report and customise it in QuickBooks.

 

I'll do my part and pass along your feedback to the Product Development Team. You can keep up-to-date with product updates and feature releases by viewing the QuickBooks Blog: https://quickbooks.intuit.com/blog/.

 

Also, you can visit our Firm for the future for more updates. Just go to https://www.firmofthefuture.com/product-industry-news/product-updates/.

 

You may find this article helpful: How to use QB reports to fill in your tax return.

 

For account discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Keep me posted if you have any other questions. Have a good one.

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