Skip to main content

QBDT: Create & Export Profit & Loss Totals (By Month)

Goal​

Export a Profit & Loss Totals by Month report that matches the same date range as your Balance Sheet.

Step 1: Open the report​

  1. Go to Reports
  2. Select Company & Financial
  3. Choose Profit & Loss Standard

Step 2: Customize the report​

Click Customize Report and set:

  • From Date: same as Balance Sheet
  • To Date: same as Balance Sheet
  • Report Basis: Accrual
  • Display columns by Month across the top
warning

Your Balance Sheet and Profit & Loss reports should use the same From/To dates.

Click OK.

Step 3: Export to Excel (or CSV)​

Export using the same Excel/CSV approach as the Balance Sheet.

Save the file with a clear name. For example:

PL 2023-01 to 2026-01.xlsx

tip

If you plan to export Class-specific P&Ls too, use “Totals” in the filename so you don’t mix them up later. For example:

PL 2023-01 to 2026-01 - Totals.xlsx

Step 4: Memorize the report (one-time setup)​

  1. Click Memorize
  2. Name it something like:

BV PL Totals by Month from 2023-01