Question

Year over year income on home page and P & L Comparison Doesn't show % change On QB online

Forum|Forum|4 years ago
May 11, 2022
5 replies
41 views

I have reluctantly changed from QB Mac to Online. On my home page in QB Mac I had the option of viewing my year over year income by month, year etc. On QB online I can't find such a report? Is it missing?

Also on my QB Mac I when I ran a P&L comparison report, it showed the percentage change from the period I had selected, usually year to date. The report on QB online doesn't show or have an option that I can see for this.

I have to say, I am pretty dissatisfied with QB online, its slow and just not as easy to have multiple reports open at once. When I make a change on my check register, and save it, it does not go back to the exact spot I was in, pretty annoying. Also, I have not found a way to have my check register on my main page, like I used to. Ugh!

QuickBooks Online

JenoP

QuickBooks Team

I'll help with your question running Profit and Loss and other related concerns, georgeDN.

The reports in QBO and Mac have their own similarities and differences. Similar to the Mac version, you can customize it add the percentages column. Here's how:

Open the Profit and Loss Comparison report.
Click Customize in the upper-right hand corner.
Scroll-down to the Rows/Columns section and check the % change boxes.
Select Run report.

Please take note that the comparison is based on a year-on-year period unlike from the one in the Mac version. Although, you can customize the report period to monthly or weekly, it will only show the data from last year. At the moment, there's no option to show it from a specific period to another one.

Also, there's actually a way of opening the bank register directly from the Home page. Just go the Dashboard menu and proceed to the Bank Accounts sections. Then, click the bank account to directly open the register.

With regards to being able to be routed back to the same spot after making changes, you can send feedback to our engineers. You can also do the same for getting the option to open multiple reports at once. Suggestions and feature requests are reviewed when new updates are designed.

Use this article as a guide on how to send your suggestions: How Do I Submit Feedback?

Check out these articles in case you need more guidance on how to customize and trim down the details of your reports:

I'll be around if you have more questions. We're always here to guide and offer our help.

G

georgeDNAuthor

@JenoP wrote:
I'll help with your question running Profit and Loss and other related concerns, georgeDN.

The reports in QBO and Mac have their own similarities and differences. Similar to the Mac version, you can customize it add the percentages column. Here's how:

Open the Profit and Loss Comparison report.
Click Customize in the upper-right hand corner.
Scroll-down to the Rows/Columns section and check the % change boxes.
Select Run report.

Please take note that the comparison is based on a year-on-year period unlike from the one in the Mac version. Although, you can customize the report period to monthly or weekly, it will only show the data from last year. At the moment, there's no option to show it from a specific period to another one.

Also, there's actually a way of opening the bank register directly from the Home page. Just go the Dashboard menu and proceed to the Bank Accounts sections. Then, click the bank account to directly open the register.

With regards to being able to be routed back to the same spot after making changes, you can send feedback to our engineers. You can also do the same for getting the option to open multiple reports at once. Suggestions and feature requests are reviewed when new updates are designed.

Use this article as a guide on how to send your suggestions: How Do I Submit Feedback?

Check out these articles in case you need more guidance on how to customize and trim down the details of your reports:

Customize Reports in QuickBooks Online
Common Custom Reports in QuickBooks Online

I'll be around if you have more questions. We're always here to guide and offer our help.

Thanks for the response. Af far as the P&L customization option, I don't have any of those options available. You can see what I have available in the photo I uploaded.

As far as getting to my checking account easily when I go to the second menu from Business Overview, to Bank Accounts, I can go to my checking but it sends me to the review page. If I click on Cash Expense I have to go to a another drop down menu for my checking. All if this are many steps to just see my check register.

Rose-A

Level 10

I appreciate the screenshot you've provided, georgeDN. Let me help you sort this out.

Are you using QuickBooks Online Simple Start? If so, the option to show the % column is unavailable. This type of subscription has basic reporting features.

You might want to consider upgrading your plan to Essentials or higher if you need more reporting filter options.

This article can provide more details about the upgrade process: Upgrade or downgrade your QuickBooks Online subscription.

Alternatively, you might want to export the report into Excel and manually compare data from there. On the Profit and Loss report, click the Export button (beside the small gear icon) then select Export to Excel.

Need to reconcile your bank accounts after checking your Profit and Loss report? This article can help you out: Reconcile an account in QuickBooks Online.

If you'd like to pull up other reports and get the data you need, please let me know the details below. I can also help you with any other processes in QuickBooks.

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