We are using QB online and need some help. We can run P&L reports by class for a specified time period but we want to know how to customize the reports so it will display P&L by months for exporting to Excel. Basically, if Column A were items for income & expense, we want Jan
Is this possible?
It is possible by printing to a text file.
- Go to print, then select the radio button that "File",
- On the pull-down menu choose either "Comma delimited file" or "Tab delimited file",
- Hit the "Print" button,
The program will select your QuickBooks directory by default as the location to save your file. Do not save the file in that spot. Click to your desktop and save the file to your desktop with an unique name such as "Income Statement" . Go to your desktop, right click on the file and choose "Open With", then choose Excel...
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