Can I create a profit and loss report for the last two years? I just signed up for QuickBooks today.

Welcome to QuickBooks, Arrik. When you first connect a bank account to QuickBooks, it will only share the last 90 days of transactions. To capture two years of history, manually import your historical data via a CSV file.

After ensuring your file is formatted correctly, upload it to QuickBooks. Next, categorize your uploaded transactions to place them in the correct accounts. If you notice any duplicate transactions, you can exclude them.

Once data is categorized, you can now go to Reports menu > choose Profit and Loss > change the Report period dropdown to Custom > set your date to two years ago and the end date > click Run report. This ensures your reports accurately reflect your two-year history.

Feel free to reply below if you have follow-up questions.