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mukeshdadia
June 1, 2023
Question

Profit and loss statements and balance sheets

  • June 1, 2023
  • 1 reply
  • 0 views

Current layout of Profit and Loss  and Balance Sheet statements are meaningless to me as they do not help me with management decisions. i need to change the layout of these, if not in the actual program then to have them exported to excel and change the excel sheet from there. i do not wish having to do this everytime i need to make a decision, is there any way that an excel sheet can be designed so that future sheets can simply be imported into the saved format?

I used to be able to design these statements to my preferences in desktop version but this facility is not available on online version. A regressive step!

1 reply

Adrian_A
Adrian_A
June 1, 2023

Hi mukeshdadia,

 

I appreciate your ideas. I see how useful it is to modify an Excel spreadsheet and import the same set of customization.

 

While this option is unavailable in QuickBooks, I'd suggest sharing this feature idea with our developer's team. Here's how:

 

  1. From the Gear icon, select Feedback.
  2. Enter your product suggestion.
  3. Click Next.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QBO.

 

To learn more about reports, I'm attaching some helpful articles that you can check:

 

 

Please let me know if you have further questions in pulling up reports. I'm always here to help.

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