Why can't the Dashboard P&L widget calculate the correct comparison timeframe?

bnavarre · ‎August 05, 2025

On the Dashboard P&L widget; the incorrect comparison time period is considered when selecting the "This fiscal year to date" option. Instead of comparing Jan-Jul of this year to Jan-Jul of last year, it compares the first 7± months of this year to the last 7± months of last year. This comparison is meaningless. It's comparing the number of days of this year to the last (same number of) days of last year (working backward from Dec. 31). This was not an issue until QB updated the dashboard to be "This fiscal year" from "This year" options on an update earlier this year.

NicoleAscencionS · ‎August 05, 2025

Let me guide you to the appropriate support team to help you with the issue of your Dashboard Profit & Loss (P&L) widget comparison timeframe, bnavarre.

I recommend reaching out to our Live Support team. They have the tools to further investigate and help resolve your issue with the incorrect timeframe. Here's how to reach them:

Select the Help icon.
Go to the Search tab and enter your concern.
Click Contact Us and choose a way to connect with us.

In the meantime, you can pull up the P&L Comparison report to view the correct timeframe. Here's how:

Go to Reports, then Standard reports.
Search for Profit and Loss Comparison.
Under Report period, select This year to date.
Click Compare.
Tick the box beside Previous year-to-date (PY YTD).

If you have any questions about reports, don't hesitate to hit the Reply button.

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Why can't the Dashboard P&L widget calculate the correct comparison timeframe?

Why can't the Dashboard P&L widget calculate the correct comparison timeframe?

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