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Run a Profit & Loss report using the app (iOS only)

by Intuit Updated about 14 hours ago

Learn how to run a Profit and Loss report using the QuickBooks Online app.

Do you want to run a Profit & Loss report to get the latest update on your business's finances? You can easily do this using the QuickBooks Online app. In this article, we'll show you how.

Run a Profit and Loss report

To run a Profit & Loss report, you'll need Admin or Accountant permission.

iPhone

  1. From the Menu ☰, tap Reports, then tap Profit & loss report.
  2. Select points in the graph to see the income and expense details for the month.
  3. Tap the report filter icon and select a different date range or enter a custom range.
  4. Tap View Report to see your income, expense, and gross profit breakdowns.
  5. Pull the arrow down to return to the graph.

iPad

  1. From the Menu ☰, tap Reports, then tap Profit & loss report.
  2. Select points in the graph to see the income and expense details for the month.
  3. Tap the default date range to select a different date range or enter a custom range.
  4. Tap the dropdown arrow ▼ next to the title to choose between the different reports: Profit & Loss, Balance Sheet, Invoices by Status, or Invoices by Month.
  5. Tap the bulleted list icon to see your income, expense, and gross profit breakdowns.