QuickBooks profit and loss report, month by month
The profit and loss detail in QuickBooks lists every transaction behind your P&L. Superlytix turns it into a monthly view: net profit against last year, where the money goes by account, which customers bring in the income, and your margin. Each number shows exactly which accounts it adds up.
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Net profit by month, vs last year
Net profit: growth bridge by Account
Income: opportunity map by Name
Expenses by Account (treemap)
Expenses by Account
Top 10 · Income by Name
| # | Income | |
|---|---|---|
| 1 | Hillcrest Medical | $219.7K |
| 2 | Cedar Hills School | $195.4K |
| 3 | Oakview Apartments | $178.6K |
| 4 | Lakeshore Dental | $176.1K |
| 5 | Riverside Church | $174.1K |
| 6 | M. Patel | $172.9K |
| 7 | Maple Ridge HOA | $171.2K |
| 8 | Greenleaf Office Park | $169.2K |
| 9 | Brookside Townhomes | $168.0K |
| 10 | J. Alvarez | $166.0K |
What the report shows
- Income, gross profit, net profit and net margin
- Net profit by month against the same month last year
- Expenses by account
- Top customers by income, and gross profit by quarter
How to export it from QuickBooks
- In QuickBooks Online, go to Reports and open Profit and Loss Detail.
- Set the period (for example the last two years) and click Run report.
- Use the export button and choose Export to Excel.
- Upload the file to Superlytix. Title rows, section headers and total rows are skipped for you.
Columns in a typical export
You don't need to rename or remove anything. Superlytix works out what each column is, and you can correct it.
DateTransaction TypeNumNameMemo/DescriptionAccountAccount TypeAmountEvery number explained
Each number in your report comes with its definition and a worked example from your own data.
| Income | Amount where Account Type is “Income” |
| Cost of goods sold | Amount where Account Type is “Cost of Goods Sold” |
| Expenses | Amount where Account Type is “Expenses” |
| Gross profit | Income − Cost of goods sold |
| Net profit | Income − Cost of goods sold − Expenses |
| Net margin | Net profit ÷ Income |
Questions
How are income and expenses told apart?
By the account type of each line. You can see and adjust the logic of every number in plain words, for example "Net profit = Income − Cost of goods sold − Expenses".
Can my bookkeeper use this for several clients?
Yes. Each client is a separate project, and next month you swap in the new export and refresh.
Does it change anything in QuickBooks?
No. Superlytix only reads the file you upload.
Try it with your own QuickBooks export
About 10 minutes from file to report. Free until you download.
Related templates
QuickBooks is a trademark of its owner. Superlytix is not affiliated with or endorsed by QuickBooks; it reads the files QuickBooks lets you export. The numbers above come from a made-up sample file.