Thanks for visiting the Community, @tim163. I'll make sure you can set up a monthly profit and loss statement in QuickBooks Self-Employed (QBSE).
You can utilize the Over time by month option to show the profit and loss for the current and previous months. Here's how:
- In QBSE, go to the Reports menu to open the Reports window.
- Choose Over time by month from the drop-down menu next to Profit and loss.
- Click the View button.
- Use the arrow below the report to view the reports from the previous months.
Also, you can use the Custom date option to filter the report by month, then export/download it manually. Here's how:
- Go to the Reports menu to open the Reports page.
- Choose the Custom date from the drop-down menu next to Profit and loss.
- Enter the Start and End date. then click Apply.
- Click the View button.
- Select the Download beside the Print icon.
I'm also including these articles that you can read for guidance in filing your taxes in the future:
Please leave a comment below if you have any questions or concerns about running reports in QBSE. I'm more than happy to answer them. Have a great day!