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dawnclark19-gmai
Level 1

Is there a way to pull up a detailed income and expense report for 2021 year to date?

 
2 Comments 2
CharleneMaeF
QuickBooks Team

Is there a way to pull up a detailed income and expense report for 2021 year to date?

Yes, there is a way, dawnclark19-gmai. I'll gladly show you how to pull up this report.

 

In QuickBooks Online, you can run and customize the Profit and Loss Detail report to see all the details you need. Here's how:

 

  1. Go to Report in the left panel.
  2. Type in Profit and Loss Detail in the search bar, then click it to open the report.
  3. Click Customize.
  4. On the Report period section, enter the correct date.
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  5. Once all the details are correct, click on Run report.

 

For more details about personalizing your report, please see this article: Customize Reports in QuickBooks Online.

 

Additionally, I've included these articles that'll help you manage your reports in QuickBooks Online. This way, you'll be able to focus on the details that matter the most to you.

 

 

I'm only a few clicks away if you need assistance running and personalizing reports, dawnclark19-gmai. It's always my pleasure to help you out again.

CharleneMaeF
QuickBooks Team

Is there a way to pull up a detailed income and expense report for 2021 year to date?

Hi dawnclark19-gmai,

 

Hope you’re doing great. I wanted to see how everything about pulling up the detailed income and expense report in QuickBooks Online. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
 
Looking forward to your reply. Have a pleasant day ahead!

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