Categories
Reports

How do I create a Profit and Loss Report by Month for entire last year

New Redesigned report format (still in QuickBooks Labs):
From the home page screen, go the left navigation bar and select Reports
Go to report (search field) and type Profit and Loss
Run the regular Profit and Loss Report
Under “Report period” tab, select “Last year” (or report period as you need it)
Under Display columns by tab, select “Months” columns
Run Report

See screenshot below.

profit-and-loss-by-month-redesigned

 

Old Report format:
From the home page screen, go the left navigation bar and select Reports
Go to report (search field) and type Profit and Loss
Run the regular Profit and Loss Report
Click “Customize” button (top left corner)
Select Transaction Date to “Last Year” (or report period as you need it)
Under Rows/Columns, select “Months” columns
Run Report

See screenshot below.

profit-and-loss-by-month-old

Optional: Click “Save Customization” button at top right corner, if you want to make it your pwn memorized report under “My Custom Reports” tab.

 
Other Option

From the home page screen, go the left navigation bar and select Reports
Select “All Reports” tab
Select “Business Overview” tab
You may also see the “Profit and Loss by Month as new report

See screenshot below.

profit-and-loss-by-month-new

 





Categories
Profit and Loss Reports

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


Qatar Airways NY


Categories
Customer Job costing Profit and Loss Reports

Can you run Profit and Loss per Customer Invoice in new QuickBooks Online?

t would be really nice if you can get PnL by invoice or Pnl by product item. At this time, new QuickBooks Online Plus can not provide with such financial report. No such reports are available even though certain cost exist data may already in the QBO file.

If you are selling inventory items and costs are fixed (not variable costs), you can create sub-customer per invoice and may be able to get the PnL by Invoice. Again, I am stretching a little bit here since today’s QBO is designed for job cost, product cost or whatever costing method you want to use.

For non-inventory selling business or servie type selling business, no can do in today’s QBO.