Generate a month-by-month P&L trend

Discussion in 'Quickbooks' started by clovisjim@gmail.com, Nov 26, 2014.

  1. Guest

    All,

    I am looking to generate a month-by-month (or by fiscal period) trend in QBs. Is there an easy way to setup this report to look at my periods side by side to spot trends?

    Thanks in advance for the help.

    Jim
     
    , Nov 26, 2014
    #1
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  2. Mark Bole Guest

    On 2014-11-26 13:55, wrote:
    > All,
    >
    > I am looking to generate a month-by-month (or by fiscal period)
    > trend

    in QBs. Is there an easy way to setup this report to look at my periods
    side by side to spot trends?
    >
    > Thanks in advance for the help.
    >
    > Jim
    >


    Sure. For example, take the standard P&L report, call up the Customize
    Report dialog, change the Report Date Range to suit your needs, and
    also, under Columns, select "Display Columns by {Quarter, Week, Month,
    Year, etc} across the top".

    This can then be exported to Excel for further analysis, if desired.



    --

    Mark Bole, EA
    http://markboletax.com
     
    Mark Bole, Nov 29, 2014
    #2
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