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arlennox1
March 3, 2025
Question

Reports - Modifications

I need to have a report built in quickbooks enterprise that compares the prior 3 years.  Anyone have any idea how to do this?

2 replies

Shania_CQuickBooks Team
QuickBooks Team
March 3, 2025

Welcome to the Community page, @arlennox1.

 

I have the expertise to modify a report that compares three prior years in QuickBooks Desktop. Allow me to guide you through the process.

 

To better achieve your goal, could you please specify which report you would like to access and modify in QuickBooks Desktop? This will help us provide a precise solution.

 

In the meantime, you can access the Custom Summary Report to do a three-year comparison of your transaction. Here's how:

 

  1. Go to Reports and select Custom Reports.
  2. Click Summary.
  3. Select Date and choose All.
  4. Custom the date range to a period of three years and click OK.
  5. From the Show Columns drop-down list, choose Year.

 

Furthermore, I am providing a resource to assist you in customizing any report generated in your QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

Additionally, I'm including an article for future reference on how to export reports to Excel from QuickBooks Desktop: Export reports as Excel workbooks in QuickBooks Desktop.

 

The Community is always available 24/7. Fill me in if you need extra help with managing your report in QuickBooks Desktop. Your efforts are much appreciated, stay safe!

BigRedConsulting
BigRedConsulting
Level 15
March 3, 2025

@Shania_C 

RE: I have the expertise to modify a report that compares three prior years in QuickBooks Desktop. Allow me to guide you through the process.

 

Well, that was a promising start to your answer, but then you didn't follow through and actually do it. Your answer in no way addresses the OP's question.

 

RE: Fill me in if you need extra help with managing your report in QuickBooks Desktop.

 

Since you didn't help the least bit, all of us here will allow you to try again to guide us through the process. How about that?

 

I've been working with QuickBooks reports for 30 years and I too would absolutely love to know how to create a report that compares the prior three years!

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