I have a non-profit that needs a simple comparative P&L. Compare actual, to plan and prior year, for month and YTD on the same report. QBO is incapable of doing this.
I can show you how to filter the Profit and Loss to get the data you need, tkj99.
QBO lets you compare the P&L report from another period. This includes the Previous period, Previous year, and Year-to-date. Just set the correct report period and customize the report to show the details.
Form the Profit and Loss report, maximize the Compare another period drop-down.
Check the boxes for the period you'd like to display on the report.
Select the correct date in the Report period in the upper left-hand corner.