Customized Profit & Loss Report

Hi there, phxchild12.

Thanks for getting back to us. I'm here to share details about the Profit & Loss (P&L) report you'd like to pull up in QuickBooks Desktop (QBDT).

Currently, the ability to have the P&L report display that information is unavailable. In the meantime, you can manually export each details (MTD, YTD, and previous YTD) to Excel and customize it from there as a workaround.

Let's start by exporting the month-to-date. Here's how:

1. In the P&L report, click the Customize Report option and remove the checkmarks on the Previous Year and Year-To-Date boxes.
2. Hit OK.
3. Now, tick the Dates drop-down at the upper left and select This Month-to-date.
4. Select the Excel option at the top, then choose Create New Worksheet.

Once done, repeat the steps 3 and 4 for the YTD and previous YTD.

I can see how having this option would be helpful for you and your business. While this isn't available yet, I suggest sending feedback directly to our product developers. They're always looking for ideas to consider on how to improve QuickBooks.

Here's how to submit feedback:

1. Go to the Help menu at the top.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Choose a feedback type and product area on the QuickBooks Feedback window. 
5. Enter your feedback, name, and email address (optional).
6. Once done, click on the Send Feedback button.

To know more about managing and customizing reports in QBDT, consider checking out these articles:

• Customize company and financial reports.
• Customize reports in QuickBooks Desktop.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

Please let me know if you have additional questions about this or anything else. I'll be here to assist. Keep safe.