Easy Tech TutsHow to Customize Your Profit and Loss Report in QuickBooks Online Easily 2026
By Impran M N
A generic Profit and Loss report doesn't always show what you actually need to see. This tutorial walks through customizing the report in QuickBooks Online, including adjusting date ranges, choosing accounts, and picking a layout that fits your business.
01Access the Profit and Loss report
Open the Profit and Loss report from your QuickBooks Online reports menu to begin customizing it.
02Change date ranges
Adjust the reporting period to match the timeframe you need to analyze, such as a quarter or fiscal year.
03Select specific accounts
Choose which accounts to include or exclude so the report focuses on the revenue and expense categories that matter most.
04Choose a layout for your data
Pick a display layout that presents the numbers clearly, whether that's a summary view or a more detailed breakdown.
Frequently asked questions
Can I save my customized Profit and Loss report for future use?
Yes, QuickBooks Online lets you save custom report settings so you don't have to reconfigure them each time.
Does customizing the report change the underlying financial data?
No, customization only affects how the data is displayed, not the actual transactions recorded in your books.
Can I compare two different periods side by side?
Yes, the report customization options typically let you add comparison columns for previous periods.
Is this report customization available on all QuickBooks Online plans?
Most customization options are available broadly, though the most advanced features may be limited to higher-tier plans.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
