What report do i run for Gross Assets?

Good day, audrey11.

You can run the Transaction Detail by Account report in QuickBooks Online (QBO). Then, customize and filter the report by the type of transaction you used to increase the asset account.

1. Go to Reports.
2. Type in Transaction Detail by Account in the search field and click on it to open.
3. Click on Customize and set the date under Report period.
4. Select either Cash or Accrual under Accounting method.
5. Go to Filter and choose all transactions applied from the Transaction Type drop-down arrow.
6. Click on Run report.

You can also memorize this report to save its current customization settings.

Keep us posted if you have further questions. We'll be here to keep helping.

My tax person is asking me for total gross assets for 2019.  What report can I run to get this total.  What's included in total assets?  Is it just furniture and computers?

Thanks!

It's best to pull up the Balance Sheet, test32.

Though, this report shows not just the company's assets, but also the liabilities and owner's equity. You can follow these steps:

1. Go to the Reports tab.
2. Search and select Balance Sheet.
3. Change the year to 2019, then click Run report.

In addition, the Balance sheet reports all the recorded company assets, not only the furniture and computers.

I'll be happy to help if you need anything else. Have a great day!

I wanted to see just the fixed assets so that was not helpful.

Hi there, @PMclarrenJ. I want to ensure you'll be able to run a report to see the fixed assets only. 

In QuickBooks Online (QBO), you can run a quick report for the specific fixed asset account you want to view. Here's how:

1. Go to the Accounting menu and select Chart of Accounts.
2. From there, look for the Fixed Asset account you need to run.
3. Next, select View Register.

You can also customize the report to display only the details you need.

Then, to use the same modification for that report in the future you can memorize the detail. 

I'm just around the corner to help if you have other concerns running a financial report in QBO. Please don't hesitate to leave a reply below. Have a good one and stay safe. 

I used the Chart of Accounts and opened the register for each asset.  I created an Excel spreadsheet with the columns; account no., item/asset description, purchase date, original cost, depreciation and balance.  I couldn't filter the transaction by account report to a get a report that I could use.  I gave up trying to get a QBO report and just created the Excel spreadsheet.