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Oct 14, 2024 4:33 PM UTC
Question

Spredsheet Sync P&L

Hi, I'm looking to generate a P&L report in Excel using Spreadsheet Sync (QBO Online) and I would like to display the columns by month. Could someone please guide me through the steps to achieve this ? Thank you in advance for your assistance!

1 reply

Morgan_B
QuickBooks Team
Oct 14, 2024 5:18 PM UTC

Welcome to the Community, SabinaPF.

 

You've come to the right place for assistance. I'm happy to provide some info about generating custom reports with Spreadsheet Sync in QuickBooks Online.

 

After researching the Spreadsheet Sync integration with QuickBooks, here's what I found for filtering your P&L report:

 

  1. Select Run report from the Spreadsheet Sync panel.
  2. Select the company data from the Select company ▼ dropdown, then select Select report to choose the report you're adding data from.
  3. Select the filters according to the data you want. (Note: The filters vary depending on the type of report or data table.)
  4. Select Run report to get the data on the spreadsheet.

 

I'm linking a few articles below that I believe you'll find helpful as well:

 

 

Please don't hesitate to drop a comment below if you have any other questions. The Community always has your back!