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I am trying to run a Profit and Loss by class report that compare July 2019 with July 2018 and YTD

I am trying to run a  P&L report by class that compares July 2018  to July 2019 and Jan-July 2018 with Jan-July 2019. I can customize and get all columns I need with the exception of  Jan-July 2018. I just need to add a column with this info. I have tried going into Advanced reporting but I am unable to import a file. Any suggestions would be helpful!

 

Tracy K

1 Comment
QuickBooks Team

Re: I am trying to run a Profit and Loss by class report that compare July 2019 with July 2018 an...

Hi there, Tkennedy1. 

 

You'll want to get and customize each report period and then export it to Excel. From, there you can collate and compare them. 

 

Let me show you how: 

  1. Pull up the Profit & Loss Report by Class
  2. Customize the report dates, columns and filters. 
  3. Click Refresh
  4. Select Excel from the menu. 
  5. Choose on how you'll send the report to Excel.
  6. Click Export

Do the same steps for the next date range. You can check out the Adanced Report article to help you install and use it in QuickBooks. 

 

Please let me know if you need more help.