How to Run a Profit and Loss by Month Report in QuickBooks Desktop

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The Proft and Loss is one of the most important business financial reports.

It shows you your revenue, costs, and expenses over a specific period of time. But what if you want to see it month by month? This would allow you to see how your business is doing throughout the year, or over time.

In this blog post, I’ll show you how to view your Profit and Loss report by month in QuickBooks Desktop.

Quick Instructions:

  1. Click Reports in the top menu
  2. Click Company & Financial -> Profit & Loss Standard
  3. In the Dates drop-down select All
  4. In the Show Columns drop-down select Month

Keep reading for a complete walkthrough with screenshots:

Display Profit and Loss by Month

To navigate to the Profit and Loss report click Reports in the main top menu.

Then select Company & Financial -> Profit & Loss Standard.

Navigating to the Profit and Loss Standard report in QBDT.

Above the report are options for customization. To show your report by month update the following:

  • Dates: All
  • Show Columns: Month

Profit and Loss by month in QBDT.

You’ll notice in the Show Columns drop-down you have a lot of different options. Play around and check them out, you might find some interesting insights into your business.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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