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K
knapiks
April 17, 2021
Question

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

  • April 17, 2021
  • 1 reply
  • 0 views

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

 

1 reply

M
Maybelle_SQuickBooks Team
QuickBooks Team
April 17, 2021

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.

K
knapiksAuthor
April 17, 2021

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

Angelyn_T
Angelyn_TModerator
Moderator
April 20, 2021

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:

 

  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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