Name(Required) First Last Email(Required) Hospital Name(Required) Hospital State(Required) State / Province / Region Additional Export Instructions Login to QuickBooks Select Report Tab Under Company & Financial select the Profit and Loss Standard Report Once the report comes up select the “Customize Report” Button Update Date range to Jan 1, 2023 to Last Closed Month in 2024 Update Columns by to “By Month” Update Report by to Accrual. (Likely accrual is selected by default) Select “OK” Then select the Excel button on the report form Select “CSV” (a new Excel workbook is fine if you can’t find CSV) Click “Export” button Upload export You may need to save the excel document or copy and paste it into a new excel spreadsheet depending on the security setup on the QuickBooks File Upload(Required)Please upload your P&L in CSV form, dated from January 2022 to present day, with columns by month. Also, make sure you’ve reconciled your books for the last month prior to upload. Drop files here or Select files Accepted file types: csv, xlsx, xls, Max. file size: 128 MB. Signature(Required) Δ
