Let me share some information on how reports were saved in QuickBooks Online (QBO), Alex.
Whenever you run a financial report such as a Profit and Loss, the program saves the data to two hard drives. Then, QBO updates your records with every change you make. You can check out this article to learn how we keep your data safe and secure: Do I need to back up my data with QuickBooks Online?.
If you need to save the Profit and loss report with its current customization settings, we can memorize it. Here's how:
- Click Reports on the left menu and choose the Profit and Loss report under the Business overview section.
- Tap Customize.
- Once the report is customized how you like it, click Run report, then Save customization.
- In the Custom report name field, enter a descriptive name for the report.
- If you want to add this report to a group, choose Add this report to a group, then select an existing group or create a new one.
- If you want to share the report with other users, hit Share with, then choose the users.
- Once the desired options are set, press Save.
Moreover, you can check out these articles to learn a bunch of ways to run and customize your reports:
We've got you covered if you need further assistance with running your financial reports or any QuickBooks-related. I'm always here to assist. Have a wonderful day.
