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QuickBooks Tip: How to Produce a Profit & Loss report by Month and YTD

by Ruth Perryman 29. January 2010 12:38

Question: I am trying to produce a monthly Income Statement or Profit and Loss Statement that will show the percentages for the month as well as the percentages for the year to date. I can generate a report that has my monthly P&L for September and also my YTD for January through September (with percentages of revenues). I am looking for a report that will have the percentages for both the month and the year to date on the same report. Hoping you can help?

Answer:

Try this:

1. Go to Reports > Company & Financial > Profit & Loss Standard
2. Click the Modify Report button
3. Change the dates to 1/1/09-9/30/09
4. Change Display Columns to Month
5. Click the box next to % of Row

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Ruth Perryman - QuickBooks Specialist Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

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