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julia-jlfgoldste
Level 1

How can I run a report that shows all income and expenses for 2020? I need to enter it on a form for my CPA so they can do my taxes.

I used to use QB home and business. Now that I switched, I don't see how to get the info.
Solved
Best answer March 14, 2021

Best Answers
ChristieAnn
QuickBooks Team

How can I run a report that shows all income and expenses for 2020? I need to enter it on a form for my CPA so they can do my taxes.

Hi there, julia-jlfgoldste.

 

Welcome to QuickBooks Community and thank you for posting your concern in our furom. I'll share steps to ensure you're able to report that shows all income and expenses for 2020. 

 

I suggest pulling up the Profit and loss report and customize this report to filter the date range to a specific date or year 2020.

 

here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose Profit and loss in the search bar.
  3. Click the Customize button. Then, go to the Report period section.
  4. Select the specific date range or Last year(2020).
  5. Make any changes or you can filter other options.
  6. Hit Run report.

 

 

For additional information on how you can customize reports and focus on the details that you want to view, you can refer to this article: Customize reports in QuickBooks Online.

 

Once done, you can export the report to Excel or PDF so you can easily enter the details on a form. To this, you'll have to click the Export icon and choose either Export to Excel or Export to PDF. 

 

Please click this article to see steps on how you can print or email different reports in QuickBooks Online: Run reports in QuickBooks Online.

 

If you have other concerns about reports or anything with QuickBooks, please don't hesitate to go back to this thread. I'm always here to help.

View solution in original post

1 Comment 1
ChristieAnn
QuickBooks Team

How can I run a report that shows all income and expenses for 2020? I need to enter it on a form for my CPA so they can do my taxes.

Hi there, julia-jlfgoldste.

 

Welcome to QuickBooks Community and thank you for posting your concern in our furom. I'll share steps to ensure you're able to report that shows all income and expenses for 2020. 

 

I suggest pulling up the Profit and loss report and customize this report to filter the date range to a specific date or year 2020.

 

here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose Profit and loss in the search bar.
  3. Click the Customize button. Then, go to the Report period section.
  4. Select the specific date range or Last year(2020).
  5. Make any changes or you can filter other options.
  6. Hit Run report.

 

 

For additional information on how you can customize reports and focus on the details that you want to view, you can refer to this article: Customize reports in QuickBooks Online.

 

Once done, you can export the report to Excel or PDF so you can easily enter the details on a form. To this, you'll have to click the Export icon and choose either Export to Excel or Export to PDF. 

 

Please click this article to see steps on how you can print or email different reports in QuickBooks Online: Run reports in QuickBooks Online.

 

If you have other concerns about reports or anything with QuickBooks, please don't hesitate to go back to this thread. I'm always here to help.

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