Profit And Loss

To get accounting report data from QuickBooks you need to be logged in into QuickBooks. Then you need to select from the menu Add-ons -> G-Accon for QuickBooks -> Get Accounting Reports -> Profit And Loss.

Select Profit And Loss option from the drop down menu. G-Accon for QuickBooks provides the ability to set up the Date for your data manually or you can refresh your data dynamically.  Date range should not exceed 365 days.

Profit And Loss

You have the ability to set up the Date Range (To and From) dynamically. The report data will be calculated based on the selected Date Range.

This image has an empty alt attribute; its file name is image-32.png
Dynamic Date Range

You also have the ability to set up the Date Range (To and From) statically. The report data will be calculated based on the selected Date Range.

This image has an empty alt attribute; its file name is image-31.png
Static Date Range

There are required attributes for Profit And Loss report:

  1. To Compare with previous periods
  2. Accounting Method (Accrual/Cash)
  3. Show YTD
  4. Sort Previous Periods 
  5. Accounts 
  6. Location(s)
  7. Classes
  8. Item(s)
To Compare with previous periods
Accounting Method
Show YTD
Sort Previous Periods 
Accounts 
Item(s)

QuickBooks provides Optional features that might be useful for your business.

Change Pull Settings allows you to perform the following operations:

  1. Create a new Google Sheet
  2. Display Report Title
  3. Display only account codes
  4. Keep Original Formatting
  5. Only data rows
  6. Only report summaries
  7. Retrieve headers
  8. Create a Data Table around pulled data
  9. Freeze Data Table Header
  10. Exclude Auto Refresh
  11. Remove empty dividing rows

You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field, for instance, Template #1.

This image has an empty alt attribute; its file name is image-26.png
Change Pull Settings

To schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.

This image has an empty alt attribute; its file name is screen-shot-2020-06-08-at-12.45.07-pm.png
Schedule a Refresh

To execute the process, click on the “Execute” button. The Profit And Loss details will be populated on the Google Sheet.

Executed Profit And Loss Report