profit and loss YTD comparison

sfls · ‎May 30, 2022

For some reason, Profit & Loss YTD comparison has stopped working for me.

Whether I choose dates from the descriptor (i.e. This Fiscal YTD") or customize by typing in the cells 01/01/22 and 05/30/22, the two columns that are produced always show that period THE SAME in both columns. If it type in dates 01/01/21 and 05/30/21, both will show last year.

Note I am on Mac for Desktop 2022. I saw another community response that advised a user to use a drop down to "Select to compare different periods." Unless that is somewhere other than the report sidebar, it doesn't exist in the Mac version. If it's not in the sidebar, can someone tell me where it is?

Thanks for helping!

CharleneMaeF · ‎May 30, 2022

I know how important it is to view accurate data when running Profit and Loss, sfls. I'm here to help you with that.

To resolve this, I'd recommend updating QuickBooks to the latest release. This improves the program's functionality and fixes known issues.

Here's how:

From the QuickBooks drop-down menu, select Check for QuickBooks Updates.
If a newer version is available, select Install Update.
When prompted, select Install and Relaunch.
When the update is complete, QuickBooks for Mac automatically opens.

For more details about the process, please see this article: Update QuickBooks for Mac.

Additionally, I've included an article that'll help you personalize your reports. This way, you can add the filter and style you’d like: Customize reports in QuickBooks Desktop for Mac.

Fill me in if you need more help in managing reports. I'll be around to help you out. Keep safe always!

View solution in original post

CharleneMaeF · ‎May 30, 2022

I know how important it is to view accurate data when running Profit and Loss, sfls. I'm here to help you with that.

To resolve this, I'd recommend updating QuickBooks to the latest release. This improves the program's functionality and fixes known issues.

Here's how:

From the QuickBooks drop-down menu, select Check for QuickBooks Updates.
If a newer version is available, select Install Update.
When prompted, select Install and Relaunch.
When the update is complete, QuickBooks for Mac automatically opens.

For more details about the process, please see this article: Update QuickBooks for Mac.

Additionally, I've included an article that'll help you personalize your reports. This way, you can add the filter and style you’d like: Customize reports in QuickBooks Desktop for Mac.

Fill me in if you need more help in managing reports. I'll be around to help you out. Keep safe always!

sfls · ‎May 30, 2022

Alas, that doesn't solve it.

QuickBooks says that I have the newest version, 21.04.

I actually noticed this issue last year, when I was still on the 2020 version.

It seems to be a setting, not a version. Whatever the solution is, it's not intuitive, either in drop down menus or search.

Can someone identify what is set amiss? It seems pretty elementary that choosing the report "Previous YTD comparison" should not produce two columns side by side with the exact same dates!

sfls · ‎May 30, 2022

Apologies: disregard, I found it!

Though the report is called "Previous" I see that I still have to select "Other column," "Prev. Year."

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profit and loss YTD comparison