Skill

Profit and Loss by Period

Ask Hala Digital Assistant to get the profit and loss report by period from QuickBooks Online.

Dashboard elements

The dashboard includes the next sections:

  • Profit and Loss by period. Table with the standard Profit and loss report divided by periods.

How to use

As an example, you can use the next utterances to execute this skill:

Profit and loss by period

PL by period for the last year

PL by period from 1st of January till 31th of December 2020

Default values

If you do not provide the period in your initial query, Hala will use the next period by default: This Fiscal Year-to-date

Dashboard options

For each dashboard, Hala has additional options that can be executed by users when they see the dashboard

  • Change the dates - Allows you to change the dates for the information represented on the dashboard.

Integration

This skill is by default available for the next enterprise software:
QuickBooks-Logo_Horz

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