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annie@projecthea
Level 1

Profit & Loss widget not showing This Financial Year figures

Anyone else having this problem
2 REPLIES 2
dct76
Level 1

Profit & Loss widget not showing This Financial Year figures

I can't see 'This or Last Financial Year' figures for either 'Expenses' or 'Profit and Loss' but I can for 'Sales'. Extremely frustrating as I use these a lot!

Why are they messing with useful stuff? Crazy!

jeanbiverly_
QuickBooks Team

Profit & Loss widget not showing This Financial Year figures

Thanks for bringing this up here in the Community, annie@projecthea and @dct76. I understand how displaying your financial year figures in the Profit and Loss report widget can streamline your business tasks. Let me route you to our support team to resolve this issue.

 

We currently have an ongoing investigation (INV-108406) regarding the inability to access and select This or Last Financial year period from the P&L report widget dropdown. Our engineers are working diligently to fix this so your business can get back on track.

 

To receive email updates and be added to the list of affected users, you can contact our support team. Here's how:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Navigate to the Help (?) menu.
  3. Open the Search tab and click Contact Us.
  4. Enter a short explanation of the issue, then click Continue.
  5. Choose to Have us call you or Chat with us.

 

 

While they work on resolving this problem, you can run the P&L report from the Reports menu and set the period to This or Last Financial Year as a temporary solution. Follow these steps:

 

  1. Navigate to the Reports menu.
  2. Open the Profit and Loss report.
  3. Select This or Last Financial Year from the Report period dropdown.
  4. Ensure the other filters are set correctly.
  5. When you're ready, click the Run report button.

 

 

For more detailed information on personalizing your report, visit this article: Customise reports in QuickBooks Online.

 

To save your report with its current settings, check out this article for more guidance: Memorise reports in QuickBooks Online.

 

Your satisfaction is my top priority, and I'm always here to lend a helping hand. If you have any other concerns related to QBO, don't hesitate to reply to this thread. Stay safe.

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