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Show percent of income for a previous year on a Profit & Loss (Income Statement)

Displaying percent of income (% of Income) for a previous year (period) on a Profit & Loss (Income Statement, P&L) report.

Solution Description
Using QuickBooks Statement Writer:
  1. From the Reports menu, select QuickBooks Statement Writer
  2. Select Create New Report
  3. Under Income Statements, double-click Selected and Prior Period with Percent
  4. At the bottom of this window, enter a name in the Report Name field
  5. Click OK
If using QuickBooks Statement Writer is not an option:
  1. Create a Profit & Loss report that displays a previous year in QuickBooks Desktop (Reports > Company & Financial > Profit & Loss Prev Year Comparison)
  2. Click Modify (Customize) Report at the top left of the report
  3. Under the Display tab, select % of Income
  4. The % of Income displayed is only reflecting the current year
  5. Click Export
  6. In the Export Report window, select a new Excel workbook
  7. Click Export
  8. When the report has opened in Excel, select the entire % of Income column by clicking the letter name of the column
  9. Right click on the column after it is selected and click Copy
  10. Right-click the letter name of the column two places over and click Paste (for example, if column M was copied, paste into column O)
  11. The numbers in column O are now representing % of Income for the previous year (if for some reason this column does not display the correct numbers, the Excel formulas can be edited as necessary)
KB ID# HOW13219
3/28/2017 5:00:57 AM
QYPPRDQBKSWS07 9138 Pro 2017 f7d86b