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lolojuice
January 8, 2023
Question

reports have changed

  • January 8, 2023
  • 1 reply
  • 11 views

Looks like there has been a report overhaul. How can I see P&L YOY comparison including % of income? Or even a multi-year comparison? Using QB online.

    1 reply

    E
    Ethel_AQuickBooks Team
    QuickBooks Team
    January 8, 2023

    Hello there, @lolojuice.

     

    I'm here to guide you in running Profit & Loss report that compares the % of income for multiple years.

     

    QuickBooks' financial reports provide you information about your company. You can customize reports in a variety of ways. You can filter them to display only certain years, or arrange the layout so that the appropriate data appears where it should. Here's how to tailor reports so that they highlight the information that's most important to you.

     

    I'll show you how:

     

    1. Go to Business overview, then select Reports, or go to Reports.
    2. Find and open the Profit & Loss report.
    3. Under Report period, choose Custom from the dropdown. Then select the date range.
    4. In the Display columns by dropdown, select Years.
    5. From the Compare another period dropdown, tick the checkbox of the details you want to add, like the % of income.
    6. Click Run Report.

     

    For future reference, you can check this article to guide you with report customization: Customize reports in QuickBooks Online.

     

    Let me know if you need additional assistance running reports in QuickBooks Online. I'm always here to help. have a great day.

    L
    lolojuiceAuthor
    January 10, 2023

    While I apprecieate the "clear your cookies/cache" solution, that's not the issue. Functionality has changed for QB Online? The below no longer exists.

     

    " 5. From the Compare another period dropdown, tick the checkbox of the details you want to add, like the % of income."

      Angelyn_T
      Angelyn_TModerator
      Moderator
      February 11, 2023

      Please read my words: the "comparison" dropdown/options NO LONGER EXIST on any reports. Yes, I've cleared cookies/cache, yes, I've restarted my browser, yes, I've tried an incognito tab, yes, I spent 15 years in tech.  Can someone please provide an actual answer regarding report functionality changes?


      Hi, @lolojuice. Thank you for getting back to the thread today. I'm here to share additional details while running your Profit and Loss report.

       

      I appreciate you for performing some troubleshooting steps to get the information you need. The Compare another period dropdown menu is available for the Profit and Loss Comparison Report. You can pull it up by following these steps:

       

      1. Sign in to QuickBooks as an admin to avoid restrictions.
      2. Click on Reports at the left pane.
      3. Type in Profit and Loss Comparison on the search field, then open the report.
      4. Make the necessary customization from there. The Compare another period field is made ready on the header section.

       

      If the option is still unavailable on your end, can you attach a screenshot of the report you're working on? This way, I can check and look into this further.

       

      On the other hand, I'm adding these materials for more tips while running your reports in our system:

       

       

      I hope we’ll stay in touch and get to work together again in the future. If you have follow-up questions, let me know by leaving a comment below. I'm always here to provide additional assistance. Keep safe!

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