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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Rasa-LilaM
QuickBooks Team

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I appreciate for following on this thread, rdyer.


The report that shows the date range mentioned above is unavailable at this time. I still recommend following the solutions shared by my colleagues.


You can run any of these reports and export them via Excel to come up with one statement: Profit & Loss Standard, Profit & Loss YTD Comparison, and Profit & Loss Year Comparison.


Let me help and share the steps on how to build one of the reports.

 

  1. Go to the Reports menu at the top to choose Company & Financial and Profit and Loss Standard.custom pl.png
  2. Tap the Dates drop-down to set the correct period. For example, This Month to date.custom pl1.png
  3. Click Customize if you wish to add more data to the report.
  4. Press the OK button once done.
  5. Hit the Refresh button to view the changes.
  6. Click the Excel drop-down to choose Create New Worksheet.custom pl2.png
  7. Follow the on-screen instruction to complete the export process.
  8. Perform the same process for the remaining reports.

 

I’m adding some articles for additional reference. These resources contain links that will guide you on how to personalize the data displayed on reports and export it to Excel. It includes detailed information about the following features: Display, Filters, Header/Footer, Fonts & Numbers tabs.

 

 

Please know the Community has your back. Don’t hesitate to visit us again if you need help when working in QuickBooks. I’ll jump right back in to assist further. Have a good one.

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