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orders-chooksatt
Level 1

We have an existing business but want to run a projected profit and loss statement / graph on a new business off-shoot.

 
1 Comment 1
MichelleBh
Moderator

We have an existing business but want to run a projected profit and loss statement / graph on a new business off-shoot.

I've got you, @orders-chooksatt.

 

Reviewing your existing projected statement and business off-shoot in QuickBooks is just a few clicks. Happy to outline the detailed steps so you can review them right away. 

 

You can run the Profit and Loss year-to-date comparisonProfit and Loss Comparison and Business Snapshot reports to review your existing projected statement and business off-shoot. Then customise them to see the specific details you need. 

 

Proceed as follows: 

 

  1. Go to the Reports tab on the upper left side. 
  2. Type the reports in the search box one at a time. 
  3. Click the Customise button and filter the necessary fields you want to show in the report.
  4. Click Run report




QuickBooks also has various financial reports. To know them all, check out this link: Reports included in your QuickBooks Online subscription.

 

Did you know that you can memorise your reports in QuickBooks? This will help you save time since it automatically updates every time there are newly added transactions. For more details, see this article: Memorise reports in QuickBooks.

 

Further, check out these articles below on how to print, export, and email reports in QuickBooks: 

 

 

Let me know if you need help running and customizing reports in QuickBooks. I look forward to serving you to the best of my ability. Take care, orders-chooksatt.