Created with Tango Gallery
Finance

How to Export a Comparative P&L Statement from Quickbooks Online

Table of Contents
Author
Created with Tango by:
Dan Giovacchini
Last Updated:
May 18, 2023
Software
Use case
Finance

This Tango shows how to:

  1. Access your Profit & Loss report
  2. Configure the report to show month over month variance
  3. Drill down into a General Ledger account
  4. Drilldown into a GL transaction
  5. Export your Comparative P&L

1. Go to QuickBooks

2. Click on Business overview

Click on Business overview

3. Click on Profit and Loss

Click on Profit and Loss

4. Click here to select your time period

Click here to select your time period

5. Under "Compare another period" select Previous period (PP)

Under "Compare another period" select Previous period (PP)

6. You can compare by dollar amount or percent change.

You can compare by dollar amount or percent change.

7. Click on Run report

Click on Run report

8. The report now shows month over month variance

The report now shows month over month variance

9. To drill down on a cost center, click on a number (e.g. 3,925.51)

To drill down on a cost center, click on a number (e.g. 3,925.51)

10. The Transaction Report shows all the transactions in that GL account during that time period

You can see the details of each Transaction by clicking the amount for any line item.

The Transaction Report shows all the transactions in that GL account during that time period

11. Click "Back to report summary" to go back to the P&L

Click "Back to report summary" to go back to the P&L

12. To Download a CSV, Click the Export icon

To Download a CSV, Click the Export icon

13. That's it, you're done! 🥳

Friends don't let friends learn the hard way.
Create how-to guides, in seconds.
Try Tango for Free
This is some text inside of a div block.