Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
L
lolojuice
January 8, 2023
Question

reports have changed

  • January 8, 2023
  • 1 reply
  • 10 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."

      JenoP
      JenoPQuickBooks Team
      QuickBooks Team
      February 12, 2023

      What language do I need to speak to make this point? Report functionality USED to look like your screenshot. It now looks like the attached. Please stop wasting my time if you do not have an answer. I have a business to run and have been trying to get an actual answer to this issue for months. No one knows. 


      We'd really want to have this sorted out so you can compare your data, lolojuice.

       

      I've read the previous responses and I can see that all possible troubleshooting steps to resolve reporting issues were already shared with you.

       

      In this case, I would recommend reaching out to our phone and chat support teams. They can take a closer look at your Profit and Loss report to determine why the compare another period is not showing up. 

       

      Here's how to reach out to them:

       

      1. Go to the Help menu in the upper-right hand corner to open the QB Assistant window.
      2. Type in "talk to a human", then press Enter.
      3. Click Contact Support Team, then type in "reports issue" and press Enter once again.
      4. Select No, I still need help, then choose Contact Support Team.
      5. Look for the Chat option and click on it.

       

      Let me also share these articles for more details: 

       


      Please don't hesitate to share updates and let us know if you're able to see the option to compare data from previous period. You can also visit us again in the Community if you need anything else. 

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement