Question

Detailed P&L by month

Forum|Forum|4 years ago
March 14, 2022
2 replies
0 views

In QBO Is there a way to get a Detailed P&L report by month? I can do one or the other, but when I try to customize the reports to do both in one report, I do not see an option in either report to have the detailed P&L listed down the page with the Months across the top. Thanks

QuickBooks Online

E

ecocpaAuthor

I am using QBO Plus.

Adrian_A

Hi ecocpa,

I'm here to share some information about running a Profit and Loss report.

When you pull up the said report, it will break down the transactions by account. Customizing it to show by month is unavailable.

However, I have a workaround that you may want to consider. You can run the Profit and loss report by month and export it to an Excel file. This way, you can have the data broken down per month.

You can transport it by clicking the Export icon.

I've also added this reference for more information about customizing reports: Modify reports in QuickBooks Online.

That should do it, ecocpa. Let me know if you need help in modifying the report or if you have other QuickBooks concerns. I've got your back!

E

ecocpaAuthor

Hi Adrian_A, Thanks but unfortunately that does not download the detail, just the monthly total for each account in the P&L. I was trying to create a P&L Detailed by month.

C

celticone

Go to Profit and Loss Report. Click Customize. Report Period>Custom. Rows/Columns> Months. Select the date range you want to see trailing PL report to show you. I always save the customization, it can be edited later but it is important to save it so you don't need to do this each time you want to run the report. If you are using Classes, you can run by one class as well.

[removed] Green

Green Consulting

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