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mollya-associate
Level 1

My prior period comparison in my balance sheet is pulling the prior year from 3 years ago. We have closed the books each year. I want to pull last fiscal year. How?

 
1 Comment 1
MJoy_D
Moderator

My prior period comparison in my balance sheet is pulling the prior year from 3 years ago. We have closed the books each year. I want to pull last fiscal year. How?

I can help you with pulling up the report that you need, mollya. 

 

You can modify the dates displayed in your Balance Sheet Comparison report to show the previous fiscal year instead of a year from three years back in QuickBooks Online.

 

Here are the steps to follow:

 

  1. Go to the Reports menu and search for Balance Sheet Comparison. Click to open it.
  2. Set the fiscal year from the Report period.
  3. Click the Compare another period box and set the desired fiscal comparison period.
  4. Click on Run report to generate your customized report.

 

Here's more information about running a Balance Sheet report and highlights the differences between this report and other financial reports: Run a Balance Sheet report in QuickBooks Online

 

From here, you can save the current customized settings for easy access in the future. Here's more information about memorizing reports in QuickBooks Online

 

Let me know if you need further help running your reports or anything else. The Community is always here to assist. Have a wonderful day!

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