Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

How do I prepare a P & L for tax prep?

My bookkeeper did not prep annual P & L for my accountant to do tax. She is not available and I have to do and submit ASAP. Need somebody to walk me thru step by step to creat P & L for 2014. Please and thank you. My latest version is 2013.


  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018

    Reports, Business, Profit and Loss Statement. Then, pick the date range that you want to report upon.

    If, after the first pass at the report, you want other options ... use the Customize Gear icon in the upper right of the report window.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
This discussion has been closed.