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RSC22
Level 1

How to download the "profit and loss by month" report to excel?

 
1 Comment 1
Rea_M
Moderator

How to download the "profit and loss by month" report to excel?

We'll utilize the export feature to download the Profit and Loss by Month report to Excel, RSC22. I'll gladly show you how to do this below.

 

In QuickBooks Online (QBO), you can export your reports to Excel to use them outside the system. To do this, here's how:

 

  1. Go to Reports.
  2. Search for and select the Profit and Loss by Month report.
  3. Customize if necessary.
  4. At the top of the report, select the Export icon and then choose the Export to Excel option. 80.gif
  5. Save the file somewhere you can easily find, like your Downloads folder or desktop. If you find that some data is missing when you open the report in Excel, it's likely in protected view. To see the complete report, you'll need to choose the Enable Editing option in Excel.

 

Additionally, you may want to memorize the current customization settings of the Profit and Loss by Month report for future use. For the complete guide on how to do this, please see this article: Memorize reports in QuickBooks Online.

 

Please feel free to reach out whenever you have further concerns about exporting reports to Excel in QuickBooks. The Community is always ready to help you out. 

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