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Sampog
Level 1

Does anyone know how to add this finacial year to the profit and loss report on the dashboard please?

 
1 REPLY 1
ShangY
QuickBooks Team

Does anyone know how to add this finacial year to the profit and loss report on the dashboard please?

Hello, @Sampog. I'll provide information about adding a financial year option to the Profit and Loss widget on the QuickBooks Online (QBO) dashboard. 
 

Currently, the option to add a financial year to the Profit and Loss widget drop-down is unavailable. If you wish to see your financial year data, you may want consider running a report on the Profit and Loss page. 
 

Here's how:
 

  1. Select Reports from the left menu.
  2. Under Favourites, select Profit and Loss.
  3. Click the Customize button.
  4. From the Report period drop-down, select This financial year.
  5. Click Run report.

 

Additionally, if you wish to save your current report settings, check out this feature: Memorise reports in QuickBooks Online. 
 

If you have further concerns about adding a financial year to the Profit and Loss, please feel free to leave a comment below. We're always here to help. Have a good one.

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