United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
hein
Level 1
posted
‎May 06, 2022 07:11 AM
last updated ‎May 06, 2022 7:11 AM

Can I send customers monthly management reports, specifically profit and loss in excel with the 3 months displayed in separate columns per month. Can this be done in QBO?

I would also like to combine the profit and loss report with other reports that might be useful to the user. Is there a function whereby I can choose which reports should be included in my monthly reporting to customers as opposed to selecting them individually ?
Reply
1 Comment 1
katherinejoyceO
QuickBooks Team
QuickBooks Team
‎May 06, 2022 09:27 AM

Can I send customers monthly management reports, specifically profit and loss in excel with the 3 months displayed in separate columns per month. Can this be done in QBO?

Hello there, @hein. 

 

Thanks for asking us today. The option to send customers monthly management reports, specifically profit and loss in excel with the 3 months displayed in separate columns per month is currently unavaiable. 

 

As a workaround, you'll want to export the report to Excel. That way, you can choose which reports should be included in my monthly reporting to customers. 

 

For future reference, here are our articles about running reports in the program: 

 

 

Don't hesitate to return to this post if you have any additional concerns or if there is anything else that I can do for you. Take care!

Reply