cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How do I run a monthly trend analysis report in quickbooks online like I can in Quickbooks Desktop?

Here is what I need in QBO.

Solved
Best answer 09-09-2019

Accepted Solutions
ProAdvisor

Your attachment from Desktop is for Profit and Loss repor...

Your attachment from Desktop is for Profit and Loss report spread by month.

In QBO, they also have the "Profit and Loss by Month" report. See attached screenshot below. 


Here is how to run this report:

From the left dashboard > Reports > Standard > Business Overview > Select Profit and Loss by Month.

You can further customize this report by clicking the "Customize" button on top and also making your own customized report by clicking the "Save Customization" button.

They also have a "Business Snapshot" report for graphics data. From the left dashboard > Reports > Standard > Business Overview > Select Business Snapshot.


Revised: 10/5/2018.


View solution in original post

1 Comment
ProAdvisor

Your attachment from Desktop is for Profit and Loss repor...

Your attachment from Desktop is for Profit and Loss report spread by month.

In QBO, they also have the "Profit and Loss by Month" report. See attached screenshot below. 


Here is how to run this report:

From the left dashboard > Reports > Standard > Business Overview > Select Profit and Loss by Month.

You can further customize this report by clicking the "Customize" button on top and also making your own customized report by clicking the "Save Customization" button.

They also have a "Business Snapshot" report for graphics data. From the left dashboard > Reports > Standard > Business Overview > Select Business Snapshot.


Revised: 10/5/2018.


View solution in original post

Need to get in touch?

Contact us