# Summary P&L

This summary Profit & Loss report provides a management or board-level view of your detailed QuickBooks P&L. It also provides comparisons year-over-year comparisons both an a year-to-date (YTD) and trailing-twelve month (YTD) basis. First edit the company (using Retriever or manually importing data), then categorize the accounts of the detailed Profit & Loss into the management accounts provided (e.g. Revenue, COGS, Gross Profit, S&M, R&D, G&A, etc.).

Author: Aubrey Threadgill

Open this template: https://retrieverhq.com/templates/summary-profit-and-loss