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Level 1

Can I create a P&L that shows current month, prior year month, current year to date and prior year to date in the same report?

 
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QuickBooks Team

Can I create a P&L that shows current month, prior year month, current year to date and prior year to date in the same report?

You can export the P&L report per period to Excel and combine them there, dchapman.

 

At this time, you can only generate the Profit and Loss report per period. There's no option to combine the current period with the prior ones. Exporting each period to an Excel spreadsheet will do the trick. You can then manually combine them once they're exported.

 

Here's how:

  1. Click Reports on the left panel.
  2. Select the Profit and Loss report.
  3. Filter it to the current month, prior year month, current year to date, or prior year to date.
  4. Click the Export icon in the upper right-hand corner after filtering each period.
  5. Select Export to Excel.

Please let me now if there's anything else I can help you with.

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Level 10

Can I create a P&L that shows current month, prior year month, current year to date and prior year to date in the same report?

You can run the standard Profit and Loss report and display columns to show the current month, prior year month, current year to date but not the prior year to date in the same report. See screenshot below for reference.

 

2018-12-10 (2)_LI.jpg

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Level 1

Can I create a P&L that shows current month, prior year month, current year to date and prior year to date in the same report?

I have the same issue. Combining reports on Excel is very time consuming because lines can be different and need to be adjusted manually.

 

I tried using all lines but there were too many extra lines that then need to be deleted - also time consuming.

 

Is there a way to create a totally custom report in Quick Books?

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Moderator

Can I create a P&L that shows current month, prior year month, current year to date and prior year to date in the same report?

Thanks for joining this conversation, Button55.

 

I'm here to add some detail about customizing the Profit and Loss report.


At this time, the solutions shared by colleague and @vpcontroller are the closest way to run the Profit and Loss report that shows both current and prior periods.

 

I'll definitely pass along your experience. Our engineers make improvements in QuickBooks Online by listening to our customers' suggestions and comments.

 

Please check this article for more details: How to customize reports.

 

That should do it. I'm here to help if you have more questions about QuickBooks. Have a good one.

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