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tyler
Level 1

How to make P&L report cash basis on iPhone app?

 
1 Comment 1
Angelyn_T
QuickBooks Team

How to make P&L report cash basis on iPhone app?

Hi there, @tyler. I can help you make your Profit and Loss report on a cash basis while opening it through your iPhone app.

 

The reporting method used in a mobile application depends on the Accounting method selected on your company's Account and Settings. Thus, I recommend changing the reporting method from Accrual to Cash by logging in to QuickBooks using a web browser. 

 

Here are the detailed steps:

 

  1. Open this link: https://qbo.intuit.com/.
  2. Enter your login credentials to open your account.
  3. Go to the Gear icon, then tap on Account and settings.
  4. From the Advanced tab, go to the Accounting section.
  5. Select Cash from the Accounting method drop-down.
  6. Hit Save, then Done.

 

Once done, your report will automatically run on a cash basis while opening it on your mobile device.

 

For additional tips while running your report through your iPhone, open this link: Run a Profit & Loss report using the QuickBooks Online app (iOS only).

 

If you wish to run your reports through a web browser for more options and room for customizations, check out these articles as your reference:
 

 

 

Leave a comment below if you have any other questions about your reports. I'm always here to help. Have a good one!

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