Running a Profit and Loss report every month and saving them as custom reports to collate them later Running a Profit and Loss report every month and keeping a spreadsheet of the figures Running a Profit and Loss report and a Balance Sheet report and comparing the figures Running a Comparative Profit and Loss report and comparing performance to the previous period, year, or year to date. What's the best way in QuickBooks Online to show clients trends in their income and expense accounts over time?