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

Published 01/29/2010 |

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?

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

Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.

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