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micheleking
Level 1

Does a profit and loss report with previous month and year to date figures exist - where can I find this or how can I write it?

 
1 Comment 1
carneil2
QuickBooks Team

Does a profit and loss report with previous month and year to date figures exist - where can I find this or how can I write it?

Welcome to the Community, micheleking.

 

Yes, the report you need is available in QuickBooks Online (QBO). I'll walk you through the steps on how.

 

We can use the Profit and Loss by Month report and adjust the report period and comparison figure to see the details you need. Here's how:

 

  1. Go to the Reports menu.
  2. Search for Profit and Loss by Month.
  3. Set the Report period to Last month.
  4. From the Compare section, tick Year-to-date (YTD).

    report.png


To learn about the different options available to tailor your reports based on your specific needs, refer to this article: Customise your reports with a modern view.

 

For other questions or clarifications, please message us in this thread. We're always here for you.