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Ciro3501
Level 1

Is there a way we can print out out yearly uncime logged and recorded on qb as well as expenses/deductions so to.provide my accountant with ot during tax season ?

Is there a way to.print out yearly income and yearly expenses / deductions so to provide my accountant with ot during tax season ?

1 Comment 1
Aldren18
QuickBooks Team

Is there a way we can print out out yearly uncime logged and recorded on qb as well as expenses/deductions so to.provide my accountant with ot during tax season ?

Allow me to guide you step-by-step to ensure you get the detailed report you need for tax season, Ciro.

 

In QuickBooks Online (QBO), we can generate and customize the Profit and Loss Detail report to provide your accountant with a clear overview of your annual income and expenses.

 

Here's how:

 

  1. Go to Reports from the left navigation menu.
  2. Select the Type report name here dropdown to search for the Profit and Loss Detail report.
  3. Choose the report to open it.

 

To view income and expenses for a specific year, click Customize Report, then select a date range for the desired year. In the Rows/Columns section, select the columns you want to include like Date, Account, Description, and Amount. You can also choose to hide any columns.

 

You can then print the report by clicking the Print icon and share it with your accountant. Refer to the screenshot below:

 

image (37).png

 

I'll share this valuable resource that provides the steps to export your report for further customization: Export your reports to Excel from QuickBooks Online.

 

Consider this thread as your go-to resource for any questions or concerns you may have throughout your journey. My team and I are always available on this channel.

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