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You can access the Reports menu on the left sidebar to find the Profit and Loss statement and the Balance Sheet for generating reports, Bigguy.
Please refer to these steps:
- Go to the Reports menu.
- Look for Profit and Loss and Balance sheet in the search bar.
- Set the reporting period from January to April 2025.
After generating the report, you can then export it to Excel if you want to use it outside QuickBooks.
Moreover, did you know we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our experts excel at making financial management effortless and offer tailored advice, especially in managing your reports.
For further assistance with handling reports, please don't hesitate to return to this forum whenever you need it. We are committed to providing you with the data and resources necessary to help you achieve your goals with QuickBooks Online.
