P&L REPORT

Use the Profit and Loss by Location report which displays expense categories as rows and each clinic as a column and export it to Excel. Note that each of the 7 clinics must first be set up as a Location in QuickBooks Online (available on QBO Plus or Advanced).

Here's how to get it done:

You need to turn on location tracking if it’s not yet enabled. Once done, set up your 7 clinics as Locations.

1. Go to Settings  , choose All Lists.
2. Select Locations.
3. Click New and add each clinic (Clinic #1 through Clinic #7).
4. Assign Locations to Transactions (When entering expenses, invoices, or other transactions, select the appropriate clinic from the Location field.).
5. Run the Profit and Loss by Location Report.
6. Then Export to Excel.

If you have any additional questions, please don’t hesitate to reach out. We're always here to assist you.