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z_les82-yahoo-co
Level 1

How do I run a profit and loss statement for my tax guy

 
2 Comments 2
AlcaeusF
Moderator

How do I run a profit and loss statement for my tax guy

Hello @z_les82-yahoo-co,

 

Welcome to the Community. I can show you how to run a profit and loss statement in QuickBooks Online.

 
You can go to the Reports section to run Profit and Loss reports. There are options to export, print, or email report to share data with others. 

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Click the search bar and type in Profit and Loss.
  3. Select the report.
  4. Choose the date range.
  5. Make the necessary changes.
  6. Click the Printer icon within the report to print, email, or save as PDF.

 

For additional reference, you can use this link as a guide on how to personalize rows/columns, as well as some information about  automating custom reports: Customize reports in QuickBooks Online.

 

Hit that Reply button if you need any assistance running reports or sending them to your tax guy. Have a great day ahead.

giobookkeeping
Level 3

How do I run a profit and loss statement for my tax guy

You can run your profit and loss report in your QBO by going to Reports (from the left pane) -> select Profit and Loss. From that page, you'll have options to customize it to whatever your tax guy want. Good luck! 

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