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Compare time periods in reports in QuickBooks
by Intuit•1• Updated 1 month ago
Learn how to view date ranges side-by-side in reports.
Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and QuickBooks Sole Trader.
Some reports let you compare time periods side-by-side to see how things have changed over time. This helps you easily plan ahead. Here's how.
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience. |
Compare time periods
- Go to Reports.
- Open the report to compare time periods.
- At the top of the report, select the menu under Compare another period.
Note: If you don't see Compare another period, then it isn’t an option for that report. - Select which time period to compare.
- Previous period: The period right before the report period.
Example: If the report period is February, the previous period is January. - Previous year: The same period the previous year.
- Year-to-date: From the start of the year to the start of the report period. Note: Not all reports have this option.
- Previous period: The period right before the report period.
- Select how you want to compare the difference.
- £ change: The difference as amount.
- % change: The difference as a percentage.
- Select Run report. And, you'll be able to see your changes.
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