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9 replies

Nov 28, 2023 2:20 PM UTC

You'll be happy to know you can run a three-year comparison for Profit & Loss report, haggertysrides.


Please know that the Profit and Loss Comparison report can only compare two years at a time.

As a workaround, you can use the Profit and Loss by Month report to compare your income and expenses for up to three periods. This report presents a detailed overview of your business performance during a specific timeframe, giving you a better understanding of how your business is doing.

I'm here to walk you through how to generate this:

 

  1. From the left navigation panel, select Reports. 
  2. Look for the Profit and Loss by Month.
  3. From the Report Period column, choose All Dates. 
  4. In the Display column by, set this to Years. 
  5. Click Run report.
     


     

 

If you wish to have a printed version, click the Print icon, and if you want to send the report via email, click the Email icon. 

 

 

Moreover, you can customize your reports in QuickBooks and memorized them. This feature saves you time from doing the customization process again. 

 

You can reach out again if you require additional help or clarification regarding the Profit and Loss Report. I'm always here to help you. Best wishes!

Nov 28, 2023 2:57 PM UTC

I am the admin of the company and tried to follow the instructions listed.

 

The report period column briefly shows then disappears so I cannot edit it.

Nov 28, 2023 4:01 PM UTC

Disregard - turns out it scrolled down and I didn't see that I could scroll up to find the menu.