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knapiks
Level 3

i need to see the increase/descrease in an asset account for one month

I took over qbs from accountants.  I am trying to get the amount of increase in an asset accouont for one month.  

 

5 Comments 5
Maybelle_S
QuickBooks Team

i need to see the increase/descrease in an asset account for one month

Good to see you here in the Community, @knapiks.

 

In QuickBooks Desktop (QBDT), we can run the Balance Sheet Monthly Comparison to see the increase or decrease of an asset account.

 

Here's how:

  1. Go to the Reports menu, and then choose Reports Center.
  2. On the search bar, type Balance Sheet Monthly Comparison at the top right corner.
  3. On the Standard Reports window, look at the Balance Sheet Monthly Comparison and then click Run.
  4. From the Dates drop-down arrow, choose to This Month.

I've also added this link about customizing reports in QBDT. It can help your transactions organize: Customize reports in QuickBooks Desktop.

 

To know more about running reports in QuickBooks Desktop (QBDT), check this article: Understand reports.

 

Should you have further questions, let me know by commenting below. I'm here to answer it for you. Have a great day.

knapiks
Level 3

i need to see the increase/descrease in an asset account for one month

i don't have that report.  I searched earlier.

Angelyn_T
Moderator

i need to see the increase/descrease in an asset account for one month

Thank you for getting back, @knapiks.

 

The said report must be available in QuickBooks Desktop. To narrow down your search, you can type in the Balance Sheet on the field provided. Then, run the Balance Sheet Monthly Comparison report. I'll guide you how.

 

  1. From the Report Center, type in Balance Sheet on the search field.
  2. Look for Balance Sheet Monthly Comparison on the result.
  3. Tap Run to open the report.

 

From there, customize the report and filter the accounts to All assets. For an additional guide, you can open this article: Understand reports.

 

If you don't see the report, you can open the Balance Sheet Prev Year Comparison. From there, follow these steps to get the trend per month:

 

  1. Go to the Reports tab, then click on Company & Financial.
  2. Tap on Balance Sheet Prev Year Comparison.
  3. Customize the accounts you want to display on the report from the Customize Report tab.
  4. Show the columns by Month.
  5. Once done, export the report to Excel and omit the unnecessary details from there.

 

Aside from exporting your reports, you can also save its current customization settings so you won't go through the customization process again. Here's how: Create, access and modify memorized reports.

 

If you have any other questions about running your reports and getting a record of your asset accounts, let me know by adding a comment below. I'll be right here to provide additional assistance. Have a good one!

knapiks
Level 3

i need to see the increase/descrease in an asset account for one month

I really don't have that report.  I tried doing the comparison to previous year but could not get it pared down to a monthly comparison.  

Angelyn_T
Moderator

i need to see the increase/descrease in an asset account for one month

Hi, @knapiks.

 

You can export the Balance Sheet Prev Year Comparison report to Excel, then customize the information to get the month by month data.

 

Here's how:

 

  1. From the report's page, click on the drop-down arrow under Excel.
  2. Tap on Create New Worksheet.
  3. Choose a new workbook, then hit Export.
  4. Once the report is exported to Excel, compare the information from there.

 

If you're having a hard time running your report, you can always reach connect our Support Team. A live representative can open your account securely and help you with getting the details you need. 

 

To contact support:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Tap on Contact Us.
  4. Enter a brief description of your issue, then select Let's talk and then choose a way to connect.

 

Support is available every Monday to Friday from 6 AM to 6 PM for QuickBooks Desktop Pro, Premier, and Plus. And, any time or any day for QuickBooks Desktop Advanced.

 

On the other hand, you can check out the topics from our help articles for additional resources while working with QuickBooks in the future. Here's the link: Find QuickBooks help articles, video tutorials, and more.

 

Please feel free to notify me by adding a comment below if you have any other questions. I've got your back, and I'm always here to help. Cheers for more success!

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