P&L report with comparison month to month to previous years with percentage of difference

Thanks!! With a few tweeks it is exactly what I wanted.

I'm happy to hear that, @Wendi.

Please know that our doors are always open here on the Community page if you have any future concerns about QuickBooks. You can either leave a comment below or create a new post.

Keep safe and wishing you continued success!

And what do you do to get this on the balance sheet and profit and loss when you don't have classes??? To get a proper report we have to upgrade? These options used to be available on all reports. Where have they gone?

Hi there, Amys Accounting.

I'm here to share some insights about the reporting capabilities of QuickBooks Online.

You don't have to set up classes to get this functionality. The Compare another period option is available in the P&L and Balance Sheet reports of QuickBooks Online Essentials, Plus, and Advanced. You can follow the steps below to be guided in using it:

1. Select Reports from the sidebar menu.
2. Under the Business overview section, choose Profit and Loss or Balance Sheet.
3. Set the appropriate reporting date and accounting method.
4. Click the menu under Compare another period, then choose which time period to compare.
   • Previous period: The period right before the reporting period.
   • Previous year: The same period as the previous year.
   • Year-to-date: From the start of the year to the start of the reporting period.
5. Select how you want to compare the difference.
   • $ change: The difference as a dollar amount.
   • % change: The difference as a percentage.
6. Hit Run report.

Alternatively, you can directly pull up the Balance Sheet Comparison, Profit and Loss YTD Comparison, Profit and Loss Comparison report under the Business overview section to easily compare your financial data from the previous year. These reports are also available in all versions of QBO.

However, if you're unable to see the options I've mentioned above, you can try signing in to your QuickBooks account through a private or incognito window. This process will help you determine if it's a browser-related issue since those mode doesn't save site data, cache, and cookies. Check out the shortcut keys below:

• Press Ctrl + Shift + P for Firefox
• Press Ctrl + Shift + N for Chrome
• Press Command + Shift + N for Safari

Once you're in, head to the Reports menu and open your P&L or Balance Sheet report again. If the Compare another period is now showing, close the incognito window then go back to the regular browser. Next, clear the cache to delete the stored junk files. You can also use another browser to further isolate the issue.

In addition, I've enclosed some articles that will guide you in personalizing and formatting the layout of your reports: 

• Customize reports

• Memorize reports

We're open here 24/7 so please don't hesitate to visit us again if you need more help in managing your reports. Have a great rest of the day.

None of these options are available in Simple Start. I was told this on the phone today. It is quite coercive that I would have to upgrade my subscription if I want my reports with those columns and options. I will export to excel and do them myself but I shouldn't have to. Also, when you send me an email for support, I should be able to respond to the email to help resolve my issue....right? But your emails are all "do not reply". Your support system leaves something to be desired for sure.

Thanks for getting back to us, @Amys Accounting.

I have some information about getting the comparison reports in QuickBooks Simple Start. Comparison reports are also available in your subscription. Below are the following.

• Balance Sheet Comparison
• Profit and Loss Comparison
• Profit and Loss YTD Comparison

That said, there's no need for you to upgrade if you're just looking to see the reports mentioned. Just make sure to login as the account Admin or Company Admin to see them. You can follow the above steps provided by my colleague @KlentB to pull up the report.

To see the list of other reports available in your subscription, check out this guide: Report comparison between QuickBooks Online subscriptions.

About the email support, its system generated. You might want to reach out to our live support via chat or call to be able to communicate. Just provide the ticket or case number of your previous call for easy tracking (if you have one).

Here's how to reach out:

1. Go to Help at the top.
2. Tap Get help from a human.
3. Choose either Chat with us or Have us call you.

Additionally, you can filter the report to add the columns and options. Please check out this article: Customize reports in QuickBooks Online.

If you need help with other tasks in QBO, feel free to browse this link here to go to our general topics with articles.

Let me know if you still have questions or concerns with reports. I'll be around for you. Take care and have a good one.

Once again you fail to address the issue at hand. I have stated that I know there are comparison reports available, but you do not have the options to enter the percentage and difference columns, which are essential to calculating PPP and doing taxes. This was told to me by your support phone people, that this option is not available in Simple Start and I would have to upgrade to enable this feature. Are you saying that your people on the phone are wrong? If you think so, they show me where this option is available in Simple Start.