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How to export the QuickBooks Online proft and loss report to Excel

The Profit and Loss report is a financial document that shows income and expenses subtotals for a certain period of time. It is a very important document that is needed to report income for a tax period year. The report is also known as the Income Statement.

Step 1: Click Reports on the left navigation tab and the select Profit and Loss report from the Business Overview category.

profit and loss

Step 2: Change the date for the period you want to report

  • Custom Range
  • All Dates
  • Today
  • This Week
  • This Week to-date
  • This Month
  • This Month to-date
  • This Quarter
  • This Quarter to-date
  • This Year
  • This Year to-date
  • This Year to-last-month
  • Yesterday
  • Recent
  • Last Week
  • Last Week to-date
  • Last Month
  • Last Month to-date
  • Last Quarter
  • Last Quarter to-date
  • Last Year
  • Last Year to-date
  • Since 30 Days ago
  • Since 60 Days ago
  • Since 90 Days ago
  • Since 365 Days ago
  • Next Week
  • Next 4 Weeks
  • Next Month
  • Next Quarter
  • Next Year

Step 3: (Optional) Select the Display columns by

  • Total Only
  • Days
  • Months
  • Quarters
  • Years
  • Customers
  • Vendors
  • Employees
  • Products/Services

profit and loss all dates

Step 4: Click the export button which is in the upper right corner of the report. It is a tiny button that looks like a piece of paper with a curved arrow.

export button to excel

Step 5: Select “Export to Excel”

Step 6: Type a name for the P&L report and select where to save it

Step 7: Open the Excel file and select “Enable Editing”. When you open Excel it will not display any numbers until after you click the “Enable Editing” button.

enable editing excel

Step 8: Review the Profit and Loss (Income Statement) in Excel.

income statement Excel

 

By | 2018-06-09T16:58:49-05:00 June 9th, 2018|Excel, QuickBooks|0 Comments

About the Author:

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

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