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I want a year to date P

1 Comment 1

I want a year to date P

Hi @lisa-cldibilling


I can definitely help you. Are you wanting a specific report with year-to-date information? One of the most popular is the Profit & Loss statement (aka Statement of Financial Position). To run that report, from the menu on the left:


  • Select Reports.
  • Locate and select Statement of Financial position or Profit & Loss.
  • Select This year-to-date from the drop-down in the window at the top.
  • Click Run Report.


Please let me know if you need help finding a different report. Most reports will have an option to select This Year or This year-to-date. I’ll be here if you have any other questions, just comment below.

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