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JNCGlobal
Level 1

How can I get a report that compares 10 years of P&L data

How can I report that compares the last 10 years of P&L for our company.  There is a report that you can compare two years, but is there any way to customize to run for multiple?

2 Comments 2
Clark_B
QuickBooks Team

How can I get a report that compares 10 years of P&L data

Welcome to the Community, @JNCGlobal.

 

Let me provide insights about generating a report that compares 10 years of Profit and Loss (P&L) data report in QuickBooks Online (QBO).

 

To begin with, the option to run for multiple years in the P&L Comparison report is unavailable as the report only shows a column to compare the specific periods you've selected using the Customer Period. However, you can display the by-year report using the P&L by Month report to show the last ten years of data.

 

Here's how:

 

  1. Go to the left navigation panel and select Reports.
  2. In the Find report by name, type Profit and Loss by Month and click it.
  3. In the Display columns by section, select the Years.
  4. Filter the Report Period to the last 10 years.
  5. Then, select the Run report.

 

For reference, you can check this article to get the most out of your financial reports: Customize reports.

 

I'll also add this article to learn more about memorizing reports.

 

If you have any concerns about comparing the 10 years of P&L data, please tag me in the comment section, @JNCGlobal. I'll assist you in any way possible.

Deity Alpha
Level 7

How can I get a report that compares 10 years of P&L data

@JNCGlobal 

Consider using a BI app to sync with QBO.

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