 zero accounting software export to excel profit and loss or income statement reports get ready to be an office hero with zero here we are in our custom zero homepage we set up in a prior presentation scrolling in a bit holding down control up on the scroll wheel currently at 175 percent zoom in we're gonna open the demo company but do so by resetting the data resetting the data and open in the demo at the same time well then open up a couple tabs to put our reports in as we've done in every presentation right-click in the tab up top to duplicate it right-click in the duplicated tab to duplicate it again back to the tab to the middle accounting drop-down we want that balance sheet report go into the tab to the right accounting drop-down we're looking for the income statement profit and loss back to the tab to the middle we'll hit the drop-down on the date customizing it and take it on up to 2022 the end of it and update that's the setup process we've been doing every time support accounting instruction by clicking the link below giving you a free month membership to all of the content on our website broken out by category further broken out by course each course then organized in a logical reasonable fashion making it much more easy to find what you need then can be done on a YouTube page we also include added resources such as Excel practice problems PDF files and more like QuickBooks backup files when applicable so once again click the link below for a free month membership to our website and all the content on it we've been focusing in on the income statement and thinking about how we can compile our data in order to give it to a client and do so as efficiently and nicely as possible so last time we created some new reports with the income statement that we might bundle together and group them along with what we put together for the balance sheet report so now we have all these reports that we might want to be adding so the next strategy we might have is to continue exporting our reports to an Excel sheet and then use Excel and a PDF printer to make one PDF report with all of our reports on it so we'll continue with our strategy with this now we've got the Excel report that we started last time in a prior presentation of the balance sheet reports if you don't have this that's okay you could start a new one and just practice this technique we're gonna add then a couple other reports income statement reports and then use a PDF printer to print them all on one PDF file so let's go back on over I'm gonna just create these reports quickly again so the first one let's just do a standard income statement this time so I'm just gonna say a standard income statement I'm gonna right click on this this tab duplicate it before I do that so I'm gonna have my standard income statement on the left and then the one we will modify the only modification I'm gonna make to start out with is to say that I want to get rid of the decimals so I'll get rid of the decimals and there we have it so now that looks good let's save this one as just the standard income statement so I'm gonna export it to Excel I'll say open up Excel export it you need Excel in order to do this I'm gonna open it in Excel and then I'm just gonna basically copy this information onto the report that I want it to include it on or the workbook I want it in to copy it I'm gonna select the entire thing with the triangle and then I'm gonna say control C or right click and copy go on over to our Excel file we want to put it in add a new tab at the bottom I'm just gonna double click on the name and call it an IS or income statement put my cursor in either a one or select the entire workbook or worksheet and control V or right click and paste just normally and there it is I'm holding control and scrolling in a bit so there we have it I'm not gonna do a lot of more other fancy formatting but of course once you have it in here you can do other formatting once in here then I could go to the file tab I can print it I can print it using a PDF printer this one's a free printer that you could check out I'm not trying to advertise for them or anything but that's an option if you don't have one and then we can print the entire workbook which will include all the reports including the last one we put in notice it's left aligned right now so you could do some work to try to center the report on the page and so on with some formatting I won't go into that in detail at this time I just want to focus in on this technique because it's not an Excel course but there's a useful tool they can be used all right I'm gonna close the other report that we had here and do it again so let's go back on over and I'll save this one as a as a custom I'll say income statement number one income statement for for I'll just call it income statement and then we'll save it there so that's in the custom reports so if I wanted to line them up if I went to the first tab here and I went to my accounting and reports dropdown then I go to the custom area we have our custom report then I'm gonna create another one so this time I'm gonna go back to my normal profit and loss right click on it duplicate it that will be my starting point and this time I'm gonna create that vertical analysis but I think there's an easier way to do it we were doing it with the with the layout tab and if you hit this dropdown here they actually have a percentage of income in here already so that's a nice deal so I'm gonna select that and get rid of the decimals and update it and so now we've got like our vertical analysis I'm gonna call this vertical analysis something like that I probably spelled it wrong and we're gonna say you've done it a hundred times you should spell it right by this I know but whatever so there we have that let's update it and then I will open up that in Excel just a bit put that one there and I'll also save it let's save it in our custom reports report number two vertical analysis let's say and I'll paste that let's say vertical analysis analysis now this is incomes income I know how to spell that one statement okay save it open this one up and then I'll copy the entire sheet on on that one so I'm gonna say enable I'll select the triangle control C or right click and copy and then I'm gonna open a new tab where I want to put it hitting the plus button down below I'm gonna say an income statement vert or something like that put it in a one control V or right click and pay special you have to be in a one or select the entire work book worksheet I mean and there we have it if you go back to the file tab and we were to print this now we can print the entire workbook using the cute PDF printer and put this on a PDF so that's our end goal let's make one more over here just to to put the last one in place I'm gonna go back on over we're gonna go to another one let's do an income statement so let's go to the original income statement right click duplicate it pull that on over to the right and we'll start to build one from this one this time let's do a one that has multiple periods and so let's do it with the quarters again and then maybe a total on it so I'm gonna say let's go to the fiscal drop down and I want to say this quarter so let's start with this quarter and then also add to it the prior quarter update it so there we have it and then I'm gonna I'm gonna add them two up this time for the two quarters just to show that one so I'm gonna say let's edit the layout and let's say I just add another column and I do it with a form you love clicking on it we're gonna say I want this one plus this one I'm doing this fast because we've seen it before but notice how how nice that is and I could just get the total this is the tow towel and I'll go ahead and update that one and then we'll call us the income statement income statement quarter or something like that by quarter so now we've got first quarter second or the last quarter the prior quarter and then the total right we could do that we could add more quarters if we wanted to do four quarters on it so so but I won't I won't do that now so let's go ahead and export let's save that one I'm gonna say custom and save that one I'll just call it that and say save it I can export it as well to excel export it as well to excel we'll open that one up and copy it over enable select the entire worksheet control c or right click and copy and then back on over to where we want it add another tab double click on it income statement I'm gonna say cute quarter or something for the quarters I know I could name these better I'm gonna select the entire worksheet and right click and paste it so there we have that now this one I've got to expand this last column a bit does it all fit on one page I can check that looks like it does so that looks good so we'll keep it there I'll save it and let's go back on over I'm gonna delete this one I don't need that I'm gonna delete this one don't need that and then let's do one more starting with the original income statement right click duplicate it pull that to the right and this one I'm gonna do that difference kind of thing this time so let's do it with the quarters again let's go to this quarter let's say we want to see the prior quarter two boom then I want to see the difference between the quarters and I would like to see a percentage change horizontal analysis type of format edit the layout to do it and I'm gonna say delete changes add a column with with a form you line and I want it to be this one minus this one and then I'm gonna call that the difference and then add another column with a formula I'm gonna select that and say this is gonna be the difference divided by the prior period boom I want that showing as a percent please and this is the percent difference something like that update this one and so now we've got another fancy report done fairly quickly I could I should be removing the decimals on all of them because I that's what I've been my it's my custom so then I'm gonna say this is going to be a comparative I'm gonna call it a comparative comparative comparative income statement I'll copy that name and then go on down and say that I want to custom that one comparative income statement boom export it to excel export to excel open it up in excel add the final report to our excel worksheet that we're going to be doing here enable the editing triangle up top copy the whole thing minimize add another worksheet to our workbook double click on the name income statement comparative or something like that cop income statement cop comparative comparative and then put our cursor in a one or select the whole sheet control v or right click and paste so there it is there it is so now once we have these set up we could do more formatting on them but just note that now we have a fairly significant amount of reports that all relate to roughly the same period that we might want to put on one pdf file that we can give to someone at one time which has the reports in order that we want to put the order in them and we can give uh easily to someone so I could go to the file tab print it we could go then to the entire workbook that's the key component and you need a pdf printer the cute pdf printer I believe is free so you could check that one out then we have all this information up top it's not as centered as when we print the reports uh to a pdf but we could format them more if you wanted to do that and correct that fairly easily so there's clearly pros and cons to any technique but now we can get them all on one pdf file here which is pretty nice so let's go ahead and print it so there it is and let's uh minimize and and minimize and I'm going to save it over writing the reports here and save it boom and then open up the reports so now we've got our balance sheet that we did in a prior presentation we've got our comparative balance sheet we've got our vertical analysis we've got our our uh income statement and then we've got the vertical analysis income statement the quarter by quarter which I should fix because it's best up down there comparative income statement all in one area and people can then of course sort around in the pdf file pretty pretty nicely these days because of the the easier use of programs these days makes things a little bit nicer okay so let's open back up uh here also note if I go to the first tab that we have now saved these in our reports I didn't do it as meticulously as I have before but you know we've got the custom reports over here only the ones we created this time because we reset the data but if I have all of my custom reports in here then I can I can just open them up whenever I need them which is which is quite nice I might be providing these reports monthly quarterly yearly for example and uh if we have it set up cleanly then we could just set the the process one time and possibly assign someone else to print the reports or something like that fairly easily we can sign out the task possibly