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M
MaryLou BRCS
November 29, 2023
Question

Fixed Asset Manager

  • November 29, 2023
  • 1 reply
  • 1 view

We are a Quickbooks Online Advanced customer. We recently entered all of our Fixed Assets into the Fixed Assets Manager (Under the Advanced Accounting tab). How can I generate a report that shows totals for each Asset GL Account, Accumulated Depreciation Account and Depreciation Expense?. The Only report I see has everything listed together. There is no "Customization" ability, only a Filter, and Column adjustment. Please help. Thanks

1 reply

S
SirielJeaBModerator
Moderator
November 29, 2023

Welcome back to the Community. I appreciate you sharing your detailed concern about running the specific report you need. 

 

After running a report in QuickBooks Online, it will display all the information without the option to customize it. As a workaround, you can export the report to Excel and customize the data there.

 

Additionally, you can create custom reports to get the data that matters to you most.

 

You can always circle back if you have further questions about managing reports within the program. I'm always here to assist you. Keep safe.

M
MaryLou BRCSAuthor
November 30, 2023

Thank you so much for the response. That is exactly what I had done (Export to Excel) and was hoping the software engineers had provided a better Report available.

In the Custom Report option: That would be within the Actual Quickbooks Reports which will only pick up what we have posted in Quickbooks (not Fixed Asset Manager) correct? 

Adrian_A
Adrian_A
Level 8
November 30, 2023

Hi MaryLou,

 

I appreciate you for getting back to us. I'm here to enlighten you on how reports work in QuickBooks Online.

 

When you generate a report, the displayed transactions will vary based on the type of data you open. If you want to include the entries on the Fixed Asset Manager, you can run the Transaction Detail by Account report. Then, filter the Account to show the Fixed Asset entries. Here's how:

 

  1. From the Reports tab, select Reports.
  2. Enter and select Transaction Detail by Account.
  3. Click Customize.
  4. Tick the Account box, then select the specific Fixed Asset account.
  5. Click Run report.

 

As for the report on the Fixed assets page, I recommend sending Feedback to our developer's page. They'll review to have the report the option to customize and modify it. Here's how to send Feedback:

 

  1. Click the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Type in a few words to describe your product suggestion.
  4. Click Next.

 

Furthermore, I've added this article on how you can manage fixed assets: Add and manage Fixed Assets in QuickBooks Online Advanced.

 

I'm always around whenever you have concerns about adding and managing fixed assets.

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