Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
MichaelDL
QuickBooks Team

Reply to message

Hi there, @whitneyericajenkins.

 

Thanks for the additional suggestions on this report matter. At this time, there's no way to save the Profit and Loss in its collapsed form or export it to Excel without them expanding again. I can see how this feature would be helpful to give you a quick summary of your company's profitability for a given period, so I'm sending a formal product request up to the Development Team. All it takes is a voice from a user like yourself to make the change in QuickBooks we all want to see.

 

In the meantime, I have a suggestion that may help you get this report in Excel format. Since the fully collapsed Profit and Loss report is bare bones with very little information, consider copying the content manually and pasting it in whichever spreadsheet software you'd like. I'll guide you through this process below:
 

  1. From QuickBooks Online, navigate to the Reports tab and select Profit and Loss under Business Overview.
  2. Within the report, to the left of each parent account, click the Dropdown (▼) arrow to collapse the section.
  3. Left-click the space to the left of the top-right account, and drag your mouse to the space right of the bottom-right amount.
  4. Once the data is highlighted, right-click it and select Copy.
  5. Open your spreadsheet software and paste the information beginning in the top-left cell of your desired range.

Here's a quick video of this export method:

 

 

All-in-all, this process may take even less time than using the Export button for such a small set of information. You can even create an Excel template to serve as a header or form for the collapsed Profit and Loss data you paste inside. Alternatively, the company/report name and dates can be copied and pasted inside the same way. Check out our guide on report exporting to learn more.

 

These tips will have you exporting the Profit and Loss to Excel like a pro in no time. Please feel free to get in touch with me here if there's anything else I can do for you. Thanks for reaching out, wishing you a safe and productive day.

 

 

Need to get in touch?

Contact us