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December 4, 2024

Hi @clearsightdesignllc. Thank you for reaching out to the Community space.

 

You can create a Profit and Loss (P&L) report to display the details you need. I'd be happy guide you.

 

Here are the steps:

 

1. Click the Reports tab in the Menu.

 

2. Under the Business Overview tab, select the Profit and Loss.

 

 

3. Filter the Report period by clicking the drop-down menu to set the start and end dates.

 

 

4. Lastly, hit the Run report button.

 

There, you have the options to email, print, and export the P&L report. Refer to the image below.

 

 

Just drop a comment if you have any further questions about managing financial reports in QuickBooks Online. We're happy to help you.