How to create a P&L by Calendar Qtr, when business uses a different fiscal year?

kyleknapp · ‎August 13, 2021

Our PPP loan forgiveness application is asking for a P&L for the last CALENDAR year, subtotaled by Quarter. But we use a fiscal year ending in July. So when I create a P&L for 2020 with Qtr columns, QB puts January in a column by itself, then Feb-Mar, etc, ending with Nov-December as a Qtr (FIVE quarters in all).

Is there any way to make QB group in calendar qua

BigRedConsulting · ‎August 13, 2021

If you set your Fiscal year to start in August, then reports will total by quarters starting in August.

To do this, go to Company | My Company. Then click the Edit link in the upper right corner (looks like a fork) and then on the Report Information tab, pick August for the Fiscal Year.

Then run a P&L and at the top of the report pick This Fiscal year as the date range, and then Quarter for the Show Columns value.

john-pero · ‎August 13, 2021

You can run P&L by any customized date range in Desktop. Selecting Fiscal Year is a convenience and certainly not what ypu want. Start with the report for any date range and then adjust the dates at the top, which would be 1/1/20-12/31/20. Next in the customize section where it says Display and default is Total, change that to Quarter and you will have a report with 4 quarterly columns and a sixth total column

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How to create a P&L by Calendar Qtr, when business uses a different fiscal year?

How to create a P&L by Calendar Qtr, when business uses a different fiscal year?

How to create a P&L by Calendar Qtr, when business uses a different fiscal year?

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