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feimin-koo-archl
Level 1

Comparative period for PL statement

comparative period for PL statement
1 Comment 1
katherinejoyceO
QuickBooks Team

Comparative period for PL statement

Hello there, @feimin-koo-archl

 

Thanks for visiting us today. I'll share with you the steps to generate a Profit and Loss Comparison report in QuickBooks Online.

 

Let's go to the Reports menu, then enter Profit and Loss Comparison in the search field. Then, change the length of time and dates to compare your income and expenses for different periods. 

 

Here's how: 

 

  1. In the Report period dropdown, select the length of time you want to see.
  2. Select the start and end dates in the Date field, then 
  3. In the Compare another period dropdown, then select the Previous year checkbox to see the same timeframe and dates last year in the Previous year checkbox.
  4. In the Compare another period dropdown, select the $ change or % change checkboxes to add those columns to the report.
  5. Select whether Cash or Accrual in the Accounting method section, then select Run report

 

 

To learn more about this process, check out this article: Run a Profit and Loss Comparison Report.

 

For future reference, read through this article to get more ideas on using filters to customise reports in QuickBooks Online.

 

Feel free to send your reply below if you have additional questions. I'll be here to guide you more.