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nurf warrior
Level 1

Accounting

How do one remove the date column on the Profit & Loss report page, leaving the Year to Date column showing "Jan-Dec YTD" for all transactions?

2 Comments 2
CharleneMaeF
QuickBooks Team

Accounting

Let's customize the report, nurf warrior.

 

This way, we can filter the date of the Profit and Loss report. I'll guide you how.

 

  1. Go to Reports.
  2. Locate and select the Profit and Loss report.
  3. In the open Profit and Loss report, select Customize.
  4. On the Report period, choose Custom, then enter the exact date of the report.
  5. Once done, click Run report

For your visual reference, I've attached some screenshots below.

 

Once you customize the report in QuickBooks, you can also memorize it to save the current customized settings.

 

I encourage getting back on this thread if you need help filtering the report. I'm always here to help you out.

CharleneMaeF
QuickBooks Team

Accounting

Hi nurf warrior,

 

Hope you’re doing great. I wanted to see how everything about customizing your Profit and Loss report to view the report period you'd like. Was it successful? 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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