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Level 1

Hey could someone helpme with this question please

How can you create a profit and loss report to display month by month when current view displays a total only for the year to date?

A) Change the display columns by at the top of the report to months and run report

B) Amend the default report options to monthly company setting

C) Go to management reports and choose the monthly report option

D)  Customise and change columns to months and run report

E)  Search for profit and loss by months in the report search box

1 REPLY 1
Highlighted
QuickBooks Team

Hey could someone helpme with this question please

Let me help you pull up the profit and loss report month on month view, @SMA21.

 

You can customize the report to display the transactions for the month. Here's how:

  1. At the left panel, choose Reports.
  2. On the Find report by name field, type the name of the report.
  3. Click the Customize button.
  4. In the Report period dropdown menu, select Month-to-date.
  5. Click Run report.

For future reference, you can save your current customization. Please check this article: Memorise reports in QuickBooks Online.

 

You can inform me if you need clarifications with the process. I'm more than happy to help you. Have a great day.