 QuickBooks Online 2024, profit and loss, print, save as PDF and create management reports. Get ready because we're moving on up with QuickBooks Online 2024. Here we are online in our browser searching for QuickBooks Online Test Drive looking for the result that has Intuit.com and the URL choosing the United States version of the software and verifying that we're not a robot. Opening up our major financial statement reports like we do every time reports on the left hand side in the favorites we're going to be right clicking on the balance sheet open link in a new tab right clicking on that P&L the profit and loss otherwise known as the income statement open link in new tab let's go to that middle tab closing out the hamburger and scrolling up to do the range change going from 010123 tab 123123 tab run it to refresh it we're going to tap to the right on the income statement profit loss P&L close the hamburger change the range back to 2023 010123 tab 123123 tab run it to refresh it so we now want to think about once again providing these reports to say a client for example similar process if you're providing reports to a supervisor in some way shape or form the options as we discussed in the prior presentation may be to send an e-mail in which case you want to have the attachments to the e-mail most likely have a zipped attachment making sure the e-mail is secure then we could print the reports and provide them to although most stuff is becoming more automated these days we can export it to excel but we don't typically use excel to present the reports however we can use excel to further customize and then put all the reports on one PDF file using a PDF printer we can export to a PDF allowing us to then make attachments to an e-mail possibly with a zipped file or put it on a cloud drive google cloud one drive drop box or something like that and we can add it to the management report which is QuickBooks nice little management report tool helping us to get all the forms on one report we did this on the balance sheet side of things so we're going to do it a little bit more quickly here thinking about it with the profit and loss reports so on the balance sheet reports we left off in a in a prior presentation with the reports of one numbers one two three on the balance sheet we can't see those in QuickBooks because it starts over every time we do a new file but we'll continue with the four five and six and think about the printing options related to these reports and then saving them along with the balance sheet reports we can get an idea of all the reports we might be providing possibly on a monthly basis quarterly basis or yearly basis so let's do a similar process we did before let's collapse the the information first I'm going to once again call this an income statement summary report and then I'm going to copy that I'll do my similar customization that I do every time up top we're going to say we want no pennies without cents bracketed numbers red and no headers and footers date time report basis go away poor father please and then we're going to say save customization put it in a new group I'm going to make it then month and reports boom we'll save that and there's our group we're saving it to that group I'm also going to name it number what was that number four so there's our number four save it back to the first tab looking at the customized report section refreshing the page so it hopefully will populate for us and there's our group and there's our report within the group that's great we don't see the one two three because they disappeared because we started the new the new company file every time and it goes away after you start thing over again let's go back on over and let's expand it now and as it is expanded then you might want like a different type of report within here or you can provide this report as is as a more detailed report so we might do the vertical analysis here let's just do that we're going to hit the drop down usually you want the percent of income and so we're going to say run that one and then once again I'll change the name here so instead of an income statement summary I'm going to call it income statement vertical analysis vertical analysis and this is going to be number five I think so let's save that one save customization number five but but but vertical analysis save it let's check it to make sure it pulled over first tab refreshing the page and that one pulled in let's just do one more tapping to the right horizontal analysis let's bring it back to where it was first let's get rid of this boom and then we might do a horizontal analysis or we might let's just run it by quarter let's just do that'll be easier we'll do the quarters run that one and then I'll change the name and say this is going to be an income statement horizontal or no income statement by quarter or something like that by qt and then I'll save that one and we'll save the customization here we're going to say to do it 6.0 boom actually I don't need the point oh I don't think just 6 and then save it okay so then if I go to that first tab and run the report again we can see that we have now these three reports now if we were going to provide so I'm going to close out actually the reports here because I'm going to imagine that that we have just this tab and at the end of the month we're just going to print these out and provide them to the client in any way that we have chosen to do so so this will be the starting point no matter what method we use whether that be the management reports that we can now populate with them or making pdf files to put into a cloud drive or email or if we're even going to use excel for example so unfortunately I can't right click and open this in a new tab like we can with the standard reports so what I would do is duplicate the tab first and then open up the reports that we want to open such as the income statement change the range but we don't have to because we still have the current range here and then we can print it the printing options as they were before give us the portrait layout and it's pretty much defaulted