How to show the profit and loss reports for the past 3 or more years?

It is very easy to run historical financial data in new QuickBooks.

From the home page screen

  • Go to the blue navigation bar on the left
  • Select Reports
  • Go to report (magnifying glass) and type Profit and Loss
  • Select “Profit and Loss” from the drop down selection
  • Select “Customize” button
  • Go to “Transaction Date” change date from and to (for example for past 3-yr = 1/1/2011 to 12/31/2013)
  • Go to “Rows/columns” and change Columns to “Years”
  • Select Run Report button

If you need “DETAIL” behind those summary numbers, click amount. That will give Detail Transaction Report


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