Profit & Loss YTD statement comparisons showing same amounts???

Hi RJSBird,

Thanks for reaching out to us here. It's vital you're able to use the program without running into issues. Rest assured, I'll be happy to steer you in the right direction. 

It's important to note that the QB Online Desktop app has been discontinued. You'll have to use a web-browser or the mobile application to access your QuickBooks account. In case you're having issues with the browser, I'd like to start off by troubleshooting this issue to determine if it's a browser issue. Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. 

I'll be one message away in case you need further assistance.

Hi, James,

I did clear the cache for all browsers and used Quickbooks online through Chrome, went to create a Profit and Loss Comparison for Previous Fiscal Year and compared it Year-to-date and it did the same thing, showed only Feb. 2023-Jan. 2024 in both columns. However, I did read that for Profit and Loss Comparison reports, that if you want to compare another period, that you HAVE to select Previous year-to-date in that drop-down menu, otherwise I guess it just assumes the same current Year-to-date as what you have put in the report period. 

When I put in This Fiscal Year for report and compare another period and put in Previous Year-to-date, it works fine.

Hi there, the client demonstrated his problem to us. It appears that the issue is that the Quickbooks Online Desktop app, when you go to Reports > Company and Financials > Profit and Loss (YTD Comparison).

Under Compare Another Period, it always comes up as Year-to-date being checked. We don't want this, we always want Previous year-to-date checked and to use that when comparing another period. When we generate a report, it works fine. We go to Save customization. However, after we close and reopen the Quickbooks online app, when you go back to Reports > Company and Financials > Profit and Loss (YTD Comparison), the Compare another period reverts back to Year-to-date and the settings do not save.

I showed the client the workaround, but he's an elderly person and really does not want to have to do additional steps if he can help it.

Any assistance with this would be greatly appreciated. Thanks in advance!

Welcome back, RJSBird.

In this case, I recommend reaching out to the support team outside of the Community so they can do a screenshare to see what may be causing this to happen. They also have the appropriate tools to have this escalated if they feel it is necessary. You can reach them by following these steps:

Schedule a Callback: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback

Feel free to reach back out if you have any other questions.