1. This screen shot shows where to find the P&L report. Under the Reports dropdown menu, select Companies & Financial. Profit & Loss Standard is the first choice.
2. Generate the report and then click the Customize Report button at the upper left of the report, as shown here.
3. In the Display tab of the Modify Report box, pull down the Dates menu and select This Fiscal Year-to-date. Below that, in the section headed “Add subcolumns for,” check the boxes for Previous Year and % Change, as shown in the image above.
Need help with QuickBooks and understanding your reports? Contact me for assistance with a year-end review of your business’s financial performance and how you can make improvements for the new year.