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June 12, 2021
Question

How do I generate a report by location and by month?

  • June 12, 2021
  • 11 replies
  • 121 views

How do I generate a report by location and by month?

 

I have 3 properties set up as location and would like to see the P&L by location by month.

 

Thanks!

11 replies

Moderator
June 12, 2021

Good day, @Prosperbk.

 

Let me help generate a report by location and by month in QuickBooks Online (QBO).

 

You can run the Profit and Loss report, then simply filter its report period and displays columns to get this data. Here's how:

 

  1. Go to Reports and open the Profit and Loss report.
  2. Under the Report period drop-down list, select Custom.
  3. Filter the dates by month by manually entering the reporting period.
  4. Choose Locations under the Display columns by drop-down menu.
  5. Click Run report


To get the most out of your financial reports, you can refer to these articles:

 

 

I'll be here if you have other questions in handling your business in QuickBooks. You take care and have a great day!

Moderator
June 15, 2021

Hi Prosperbk,


Hope you’re doing great. I wanted to see how everything is going about the report concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!