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Mary with WestCoast
Level 1

Profit and Loss templates

Hello! I am looking for a Profit and Loss template for a mechanical contracting company. I would like to have the payroll portion more streamlined. We use an outside provider for payroll. Where online can I go to look at sample P&L reports? Please do not mention to ask our accountant. We already have one. 

 

Thanks and God bless!

4 Comments 4
Candice C
QuickBooks Team

Profit and Loss templates

Good morning, @Mary with WestCoast

 

It's great to see you back in the Community! 

 

I recommend using the customization settings on the Profit and Loss report to see if this will bring forth your requests. 

 

If this doesn't work, please come back and give additional information. Have a wonderful day! 

Mary with WestCoast
Level 1

Profit and Loss templates

Thanks for the quick response, Candice! I should have been more specific, I'm sorry. I am actually looking for a sample Profit and loss report of someone else's business or fake report - a template. That way, I can have an example to edit our QuickBooks Online P & L report to appear more streamlined. Right now, our profit & loss report (mainly the payroll portion) is very all over the place. Just wanted to see an example of someone else's business's Profit and Loss report to get some type of an idea of how we can make our better. Thanks in advance!

Mary with WestCoast
Level 1

Profit and Loss templates

More specifically, we want to change the layout of our profit and loss and the names of the accounts to be more professional. 

ArielI
QuickBooks Team

Profit and Loss templates

Thanks for getting back to the thread and clarifying your concern, @Mary with WestCoast.

 

I understand how important for you to make some changes in your profit and loss templates. However, changing the layout of P&L in QBO is currently unavailable at the moment. Moreover, it's best to send a feature recommendation to our Product Development. This way, they can evaluate your request and add it to the next program update. We'll write down the steps to get you going:

 

Here's how to send your feedback: 

 

  1. Go to the Gear icon located in your top right corner. 
  2. Under the Profile column, select Feedback
  3. Enter your idea in the provided field. 
  4. Click Next to submit. 

 

You can also track your feedback by going to this website: QuickBooks Online Feature Requests

 

Furthermore, QBO gives you the flexibility to generate reports to get insights about your business. And you can export them to Excel if you want to use your reports outside of QuickBooks. You can also export all your QuickBooks transaction data. Here's how:

 

  1. Go to Reports (Take me there).
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

On the other hand, you can get more hints while running your financial reports in our system, from these links:

 

 

If you have further questions about your profit and loss templates, you can below, and we'll respond to you as soon as possible.

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