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Buy now & saveI took over qbs from accountants. I am trying to get the amount of increase in an asset accouont 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:
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.
i don't have that report. I searched earlier.
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.
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:
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!
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.
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:
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:
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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