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Replying to:
Ivan_G
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Thanks for joining this thread, Acctng.
 

Please know that there's no direct way to display Q1 data in the P&L report alone. What we can do is customize it to show its entries by Quarters, which would display all 4 quarter amounts for the year 2021-2025.

 

If you're in the Classic view experience, follow these steps:

 

  1. Go to Reports, then Standard reports.
  2. Search for and select the Profit and Loss report.
  3. Modify the Report period accordingly to display your 2021-2025 data.
  4. Click the Customize button.
  5. Tick the Rows/Columns dropdown and choose Quarters in the Columns field.
  6. Once done, hit Run report.

 

Nevertheless, if you're in the Modern view of the P&L report, modify the Report period accordingly, click the Display option, then select Quarters:

 

 

Alternatively, you can consider exporting the report to Excel and separate all your Q1 data from there so you can compare them precisely.

 

For the Classic view interface, click the Export icon and choose Export to Excel:

 

 

For the Modern view, select the More actions dropdown and tick Export to Excel:

 

 

Additionally, you can also save your reporting customizations to save time modifying your data once you need to review them.

 

Also, if you're using QuickBooks Online (QBO) Plus and lower versions, you might be interested in exploring the QBO Advanced plan. It offers further flexibility in your reporting alterations and management through the custom report feature.

 

Do you have more questions about report customizations? Just click the Reply button, and we'll help you out.

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