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Sonjalmid
Dec 28, 2023 2:24 AM UTC
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Is there a way I can add old P&L reports to my new company account for comparison purposes?

I have P&L reports from the prior owner for calendar years 2017-2023.  Can I enter them in my new company account for comparison purposes?

ReymondOAnswer
Dec 28, 2023 4:05 AM UTC

Hi there, @Sonjalmid.

 

At the moment, the option to add old Profit & loss reports into a new QuickBooks company file is unavailable in the program. I'd suggest reviewing your data in Excel instead.

 

For now, here is the list of data your can import into QuickBooks:

 

 

For more information on importing data to QuickBooks Online, please refer to this article: Common questions about importing data to QBO.

 

If you have any further questions about adding reports to the program, feel free to ask in this thread, and I'll be happy to assist you. Have a great day!

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5 replies

ReymondOAnswer
Dec 28, 2023 4:05 AM UTC

Hi there, @Sonjalmid.

 

At the moment, the option to add old Profit & loss reports into a new QuickBooks company file is unavailable in the program. I'd suggest reviewing your data in Excel instead.

 

For now, here is the list of data your can import into QuickBooks:

 

 

For more information on importing data to QuickBooks Online, please refer to this article: Common questions about importing data to QBO.

 

If you have any further questions about adding reports to the program, feel free to ask in this thread, and I'll be happy to assist you. Have a great day!

SonjalmidAuthor
Dec 28, 2023 5:26 AM UTC

Thank you so much! Are there any plans to add this as an option in the future?

4Gal
Dec 28, 2023 5:04 AM UTC

@Sonjalmid 

Did you switch from another accounting program?

SonjalmidAuthor
Dec 28, 2023 5:27 AM UTC

Unfortunately not.  I only have paper copies.  

Archie_B
Dec 28, 2023 7:10 AM UTC

Thank you for your follow-up question, Sonjalmid.

 

While I don't have any specifics on future updates or features in this regard, I can assure you that QuickBooks is committed to improving its functionality in response to customer needs and feedback.

To ensure that your suggestion is heard and considered by the Product Development Team, I recommend sending your feedback through QuickBooks Online. 

 

Here's how:

 

  1. Go to the Gear ⚙ icon, then Feedback.
  2. Enter your comments or product suggestions.
  3. Then select Next to submit feedback.

 

By submitting your ideas for the option to add old Profit & Loss reports in a new company file, you can increase the possibility of your suggestion being included for future updates and enhancements in QuickBooks Online.

 

You can also track feature requests through the QuickBooks Online Feature Requests website.

 

I've added this resource to learn more about the common custom reports in QuickBooks Online.
 

If you have any further questions or need assistance with any other aspect of QuickBooks, feel free to let me know.

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