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Profit and loss by month

Turn a QuickBooks general ledger export into a monthly profit and loss statement. You get revenue, cost of goods, gross profit, expenses, and net income by month.

Book a demo

Someone typed

“build a monthly profit and loss from the general ledger: revenue, cost of goods, gross profit, expenses and net income by month”

The agent read it as

Build a monthly profit and loss from the QuickBooks General Ledger: revenue, cost of goods, gross profit, expenses and net income by month.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

QuickBooks General Ledger

CSV export · 29 rows

Step

Build monthly profit and loss

Step 1

Result

Monthly Profit and Loss

4 rows

Schedule

Runs when you say

Proposed

File
QuickBooks General Ledger
CSV export · 29 rows
Step
Build monthly profit and loss
Step 1
Result
Monthly Profit and Loss
4 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 4 rows came out.

Download QuickBooks General Ledger sample (29 rows)QuickBooks: Reports > General Ledger > Run report > Export to Excel

What you get back

The result of that run, the rows to look at first.

Monthly Profit and LossSample data4 rows

Month	Revenue	Cost of goods	Gross profit	Expenses	Net income
2026-08-01	14,600	2,650	11,950	5,995	5,955
2026-09-01	33,700	2,980	30,720	6,120	24,600
2026-10-01	6,400	4,500	1,900	4,770	-2,870
2026-11-01	8,300	0	8,300	0	8,300

4 rows in the result. Sample data: illustrative figures, not business results.

How do you build a monthly profit and loss statement?

Export the QuickBooks general ledger to a file, then upload it to Mammoth. It groups the rows by month and calculates revenue, cost of goods, gross profit, expenses, and net income. The result is a monthly profit and loss statement.

How it works

How to use the Monthly Profit and Loss workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Monthly Profit and Loss: questions

What export should you use from QuickBooks?

Use the general ledger export. It gives the account-level rows needed to build the monthly profit and loss statement.

What happens to rows that do not match a rule?

They stay out of the grouped result until you add a rule for them. You can review those rows and decide how they should be classified.

How do you change the rules?

Edit the rule in plain words, such as which account names or account types belong in revenue, cost of goods, or expenses. Then rerun the workflow with the updated rules.