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rossana-lemon-lo
Level 1

Can't see profit and loss reportt

My accountant can't see the report
1 Comment 1
Lyn_D
QuickBooks Team

Can't see profit and loss reportt

Hi, @rossana-lemon-lo. In most cases, a Profit and Loss (P&L) that isn’t visible for an accountant is due to a filter or permission issue.

 

To provide the best solution, are you referring to a standard report or a management report?

 

Ideally, your accountant should be able to view the standard P&L report. If you shared a management report through email, those links can expire. You’ll need to resend it to restore their access.

 

Here's how:

 

  1. On an open report, select the email icon.
  2. Click the dropdown arrow and select Send.

    management.png
  3. Enter your accountant's email address, add subject (optional), and choose the Format whether its PDF or Microsoft Word document.
  4. Edit the body message so recipients know what to expect.
    management 2.png
  5. When you're ready, select Send email.

 

For more details on managing these documents, refer to: Create, view, or edit a Management report.

 

However, if they are accessing the report within their QuickBooks Online Accountant (QBOA) account, ensure they are opening your company file from their client list and filtering the correct date:

 

  1. Select the client's name from your client list to open their QuickBooks company file.
  2. Click on Reports in the left-hand navigation bar.
  3. Search for and select Profit and Loss.

  4. Set the Report period (e.g., this year, last month) and Accounting method (Cash or Accrual).

 

I hope this gets your accountant back on track so you can dive into those numbers together. Let me know if this resolves your issue or if you have any other QuickBooks concerns. I'd be happy to lend a hand.