Easily Send the QuickBooks Profit & Loss Report to your Inbox

Maintain laser focus on your company's profitability, even when you're away from the office

The QuickBooks Profit & Loss (P&L) Statement provides a broad overview of your company's financial performance over a given period of time. The report summarizes income and expenses, highlighting the all-important net profit earned.

To email the Profit & Loss Report weekly from ActiveBooks:

  1. Download, install and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • If you have multiple QuickBooks company files configured, select the one you wish to report on in the Using field.

    • In the Send the field, choose the Profit and Loss Report entry.

    • By default, the P&L will be computed for this month-to-date. If you would rather see quarterly performance, select This Quarter-to-date in the For field. There are many periods to choose from!

    • In the To field, enter the email address to receive the Profit & Loss Report report. If you wish to send to multiple addresses, separate each one with a comma.

    • And finally, in the Every field, select the day of the week on which to send the report. We have chosen every Monday @ 7 AM but feel free to specify any schedule that suits your needs.

    ActiveBooks Profit & Loss Report Report: General Tab

  5. Click the Save >> button. In a couple of seconds, an entry titled Profit and Loss Report (This Month-to-date) will show up in the ActiveBooks window.

    ActiveBooks Profit & Loss Report Report: Created

  6. That's it! Your Profit & Loss Report will be automatically emailed to you every Monday morning at 7. Feel free to preview the report (by selecting Notification > Preview...), or edit it to restrict by class, email a PDF, etc.

    ActiveBooks Profit & Loss Report Report: Preview

Profit & Loss Report not emailed as expected?