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Business PPP Second-Draw Gross Receipts Comparison Report

Scooterlam
Scooterlam SuperUser ✭✭✭✭✭
edited January 25 in Reports (Windows)
For those considering a PPP second-draw (or PPP2) loan and running Quicken HBR, there is a base report you can customize to show your reduced gross receipts in 2020 as compared to 2019 (an SBA loan requirement).   

Go to Reports and Graphs Center > Business > Cash Flow Comparison.  From there you can customize accounts, categories, date range, columns, organization et al.   

While this is a cash flow comparison report, PPP2 requires you to only show gross receipts reduction in any one quarter-over-quarter or annually, depending on your loan amount.   You can select the account and income category that shows your gross receipts tax line. Your Customer Invoice account is a good place to start to show this top-line,  assuming you use Quicken HBR in a standard way.  See image for a suggested repot setup.  YMMV...



The report looks something like this:


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