Compare time periods in reports in QuickBooks Online

Learn how to view date ranges side-by-side in reports.

With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

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

Follow this link to complete the steps in product

1. Select the report you want to compare time periods.
2. Select Compare.
   Note: If you don't see Compare another period, then it isn’t an option for that report.
3. 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.
4. Select how you want to compare the difference.
   • $ change: The difference as a dollar amount.
   • % change: The difference as a percentage.
5. Select Save as.
6. In the Report name field, add the desired name of the report.
7. Select Save.