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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
alannahfenwick93
Level 1

Is there a way to create PDF of transactions showing income and expenses?

I need to create a PDF showing all transactions for income and expenses for the last 6 months. Does anyone know a way to do this please?
1 REPLY 1
ThomasJosephD
QuickBooks Team

Is there a way to create PDF of transactions showing income and expenses?

The Profit and Loss (P&L) report in QuickBooks Self-Employed (QBSE) provides an overview of your income and expenses, alannah.

 

You can customize the date range of this report to display all income and expenses for a period of up to six months. When you download the file, it is automatically formatted as a PDF file.

 

Please note that the standard P&L report in QBSE provides a summary of your income and expenses, rather than a detailed breakdown in a single PDF file.

 

To customize the date of the P&L report and download it in PDF format, follow these steps:

 

  1. Go to Reports.
  2. Click the dropdown button in the Profit and Loss section.
  3. Select Custom date and enter the desired date range.
  4. Click the dropdown button beside the View link and select Download.

 

Feel free to reply here if you have additional questions or need further assistance.

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