QuickBooks Online: Create P&L by Month for LAST YEAR

1. Login to your QBO Account using the regular link: https://qbo.intuit.com/

 

2. Click “Reports” on the left navigation bar

 

3. If you are not already in the Standard Tab, then click “Standard”

 

4. Start with a “Profit and Loss” under “Favorites”

 

5. Change the Report Period to: “Last Year”

 

6. Under “Display Columns by”, Change it from “Total Only” to “Months”

 

7. Click “Run report” to refresh report

 

8. Click “Collapse” to hide subaccounts

 

9. Click here on “Sort”

 

10. Change default sorting to “Total in descending order”

 

11. Now you can see the P&L broken down by month!

 

12. To be able to run this report quickly in the future, Click “Save customization”

 

13. Name the Report ” by Month (Last Year)”
Click “Save”

 

14. To recall a SAVED REPORT, Click “Reports”

 

15. Click “Custom reports”

 

16. Find the Report you want to see, and click on the title

 

DOWNLOAD PDF/PRINTABLE VERSION

 

Hector Garcia

Hector Garcia

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