I want to be able to generate a 3, or 5 year Profit & loss comparison report. We like the standard report "Profit & loss prev year comparison report" but wish we could show more years back like maybe '2011, 2012, 2013, and 2014 all on the same report. can QB do that? is there any add on software that can do it?
Yes - you are in luck! We can do that! Go to your profit and loss report - but use the dates beginning with 01/01/2011 to 12/31/2014 - click on the customize button and change the column drop down to years! Sweet! Hope this helps! : )
Same for me.
I could download the details for each year and stick it in a spreadsheet to compare but what a waste of time when the data is already available.
This will only work to compare two years at a time, correct?
Like others, I'd like to see a YTD P&L comparing multiple years. I'm not finding that option. :/
no. not in luck. the request is a partial date range. what you suggest only gives full years. OP wants to, for example, compare March sales over 5 years.
If using Quickbooks Online you can do 2 or more year comparisons for Profit and Loss and the Balance sheet But you have to select the P&L or BS standard not comparison. then put the date range you want like 01/01/15-12/31/18 then display columns by years.
I can guide you in customizing the date range of your Profit and Loss report. Here's how.
Once done, you can also visit this article to learn more tips about customizing reports: How to Customize Reports.
Also, in case you want to learn some "How do I" steps for QuickBooks Online, visit our Help articles page for reference.
Should you need any further assistance, don't hesitate to reach out to us. I'll be around to help.
This has been around so long, the original question has been lost to the discussion. I wanted a YTD report for the same YTD period but spanning a number of years. For example, a YTD for the six months ending June 30 that compares that same period over the past five years. The solution you suggestion does not do that. If you make the period 1/1/2015 to 6-30-2019 and display columns by year, you'll get the full years for 2015 through 2018 and six months of 2019. You might think the P&L YTD Comparison would work, but it won't.
I've found a way to do this. It's not simple, but at least it works--see PDF attached. Confession: I don't remember if I invented this or got it from someone else. If it's your invention, please let me know, and I'll gladly give you full credit for it.