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.

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.

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?

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.

Your link doesn't work

Your link doesn't work.

It's crazy that we can't customize the reports. I have a 1998 version that I still use for my home office and I can customize reports to do what I need. 

I'm beginning to think I made a mistake converting my office software to Quickbooks. 

Hi there,@StJoeArts.

The link that was provided above is already archived. This is the reason why the link doesn't work when opened. However, I can provide you the updated link to help you customize your reports in QuickBooks Online (QBO).

Here's the link: How to customize reports in QBO.

If your concern is similar to the first question, I recommend following the workaround that was provided above. 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a feedback. 

In addition, you can check out these report-related articles that will guide you in doing task in QBO:

• Reports included in your QBO subscription.
• Memorize reports in QBO.

If you have further questions or concerns, feel free to reach back out anytime

I find it interesting you say your engineers are listening because they obviously are not. What good is your program if it can't do a basic three-tiered report that is useful? If we wanted to create our own reports we wouldn't need a software program. 

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@PreciousB wrote:

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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Use customize & then under columns, choose months