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R
Richardzheng
July 25, 2024
Question

Can the profit and loss report template be adjusted?

  • July 25, 2024
  • 1 reply
  • 0 views

We have a past Profit and Loss report of Durbl, where the gross profit is calculated by subtracting the cost of goods sold and Amazon and Shopify fees from the revenue.

 

Now, when I open the Profit and Loss report of MPM, the Amazon and Shopify fees are shown in the expenses, and the gross profit is calculated without subtracting these two items.

 

So I want to know if the profit and loss report template can be adjusted to move these two items(Amazon fees and Shopify fees) to the top, and the gross profit is calculated by subtracting these two values？ Thank you.

1 reply

K
Kurt_M
July 25, 2024

Hello there, Richard. We'll provide details to help you modify the template of your Profit and Loss report inside QuickBooks Online (QBO).

 

In QBO, you can modify the report and add columns for the previous period, filter to show specific data or edit the header or footer of the report. However, the option to create adjustments to the template and rearrange the data is unavailable.

 

To get through this, you can export the Profit and Loss reports and then edit them manually outside the program to achieve the desired result. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Reports tab.
  3. Search for and select the report you want to export.
  4. At the top of the report, select the Export icon and click Export to Excel.
  5. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

Refer to this page for more details: Export your reports to Excel from QuickBooks Online.

 

Furthermore, here are some articles to help you personalize a report, and keep the current setting for future use:

 

 

The Community team encourages you to comment below if you require further assistance handling financial reports or other tasks inside QuickBooks. Feel free to visit us anytime so we can respond right away. Stay safe.

R
RichardzhengAuthor
July 26, 2024

Hello there, thanks for your reply, but I still have some questions.

 

The Profit and Loss statement of Durbl was provided by another salesperson before, and it was also exported from QBO. Is the current Profit and Loss statement rearranged?

 

Since the Profit and Loss statement template cannot be adjusted and rearranged, except for editing them manually outside the program, I want to know if I can modify the type of Amazon fee and Shopify fee or other methods, so that I can achieve the results I need?

 

Thank you, looking forward to receiving your reply as soon as possible. Best regards.

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