Is it possible to run a P&L by Month for 3 companies as a Consolidated P&L in spreadsheet sync, for 1/1/24-9/30/24 where the report would show each month separately?

Hello jo-ann-eufrazio-,

Thank you for reaching out to the QuickBooks Community! If you have QuickBooks Online Advance, you can do this by following the steps below. 

1. In the Spreadsheet Sync panel, select Build multi-company reports.
2. Select the group you want to run the reports for.
3. Select the report you want to view.
4. Select Filters to download the data you want from the source.
   Note: The filters may vary depending on the type of report.
5. Run Report to get the data onto your spreadsheet.
6. Use the spreadsheet’s built in features to create custom charts and graphs with your QuickBooks data.

Please let me know if you have any other questions! My team and I will be happy to help. 

I am in spreadsheet sync, have selected company group and profit and loss - multiple periods.  Select filters - there is only a default filter available currently.  Other filters available are cash/accrual and date range.  If I select Jan-Sept, it only shows 1 column for each company, not individual columns for each month which is the info I need.  Hoping you can continue to assist.  Thank you. 

I'll add some details so you can consolidate P&L reports by month for three companies, jo-ann.

To consolidate reports for each company, we can export each P&L report to Excel and manually combine each detail. Before exporting, ensure that the reports are filtered correctly within QBO so they show individual columns for each month.

To get started, generate a P&L report in each company and adjust the Report Period and Display columns by dropdown to Months:

1. Sign in to your company accounts.
2. Go to the Reports tab.
3. Search for P&L report.
4. In the Report Period section, choose the date range from January 1 to September 30, 2024.
5. In the Display columns by dropdown, select Months.
   
   
   
   
6. Click Run Report. Then, Export to Excel or Run report and sync data in Excel to sync/bring the information to your Excel sheet.

Once you've exported each P&L report, you can edit and combine the reports.

Furthermore, you can save the current customization settings of a report so you can use it for future needs.

I'll be around to lend a hand with additional questions about consolidating reports. Have a productive day.

Thank you for sending the information.  Still not working for me.  Possible to schedule a call next week to go over this please?

Since, it's not working for you, Jo-ann. I'll route you to the right support that can help with you in running P&L in QuickBooks Online (QBO) smoothly and without obstacles. 

Here's how you can contact our Live Support Team for assistance with running P&L reports by month with your three companies. They are equipped to investigate the cause of this issue.
 

1. Sign in to your QuickBooks Online account 
2. Select the Help (?) icon at the top right. 
3. Type in your concern, then click Let's talk. 
4. Choose Contact Us to connect with a live support agent. 
5. Select Start a chat with a support expert or Get a callback from the next available expert. 

Feel free to check these pages to learn more about creating memorized Accounts Receivable (A/R) reports and memorize reports, and more:

• Create, access and modify memorized reports.
• Create memorized accounts receivable reports with email reminders in QuickBooks Online.

If you have any inquiries or require support regarding running P&L reports, feel free to share them here in the Community. We are always ready and eager to assist you.

Thank you for referring me to Help.  However, according to Help that I had contacted yesterday before submit my question here, what I am asking about isn't possible in Spreadsheet Sync.  Is that really the case? No one seems to know for sure.   

Thanks for your proactive response and effort in calling our support team, Jo-ann. I have an overview of how spreadsheet syncing manages your data in QuickBooks Online that will provide further insights regarding your concern.

When running reports with Spreadsheet Sync, please know that the available filters can vary significantly depending on the type of report you are generating. Therefore, not all filters will be available for every report.

To better assist you in achieving your goal, I suggest contacting our dedicated QuickBooks Online support team for Spreadsheet Sync. They possess the tools to help you manage your consolidated Profit and Loss report. To reach them, log in to Spreadsheet Sync, then go to the Help section and select Contact Us.

Alternatively, you can manually generate monthly consolidated profit and loss reports for each company by exporting them to an Excel file. After saving, you can modify the data as needed, allowing for greater flexibility in your data analysis.

Here's how:

1. Go to the Reports menu.
2. Open your Profit and Loss report.
3. Set the appropriate reporting period and accounting method.
4. Click Run Report.
5. Select the Export icon, then choose Export to Excel.

You can read this article about exporting data in QuickBooks Online: Export reports, lists, and other data from QuickBooks Online.

Additionally, I will provide resources that offer detailed guidance on customizing your reports, allowing you to tailor them to your specific needs and preferences:

• Run reports by class in QuickBooks Online.
• Track your transactions by class in QuickBooks Online.

The Community forum is here to help you customize your reports and improve usability for your specific needs. If you have any further questions or need assistance, you are still welcome to write it down. Take care.

I am not looking to continue to have to modify data manually. 

I see that manually consolidating the Profit and Loss (P&L) reports by month for your three companies isn't what you want, Jo-ann.

Please know that the only way to achieve your goal is by exporting the generated P&L reports of your three companies to Excel and manually modifying and consolidating the data, as my colleague mentioned.

Also, you can check the details of this article if you want to learn how to save the customization of your report: Memorize reports in QuickBooks Online.

Don't hesitate to express any questions or suggestions here, Jo-ann, about modifying and consolidating reports. We'll be happy to assist you as soon as possible. Have a good day.

Thanks for your message.