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Best answer December 30, 2022
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Hi there, @parker5095.
QuickBooks automatically creates closing entries at the end of the fiscal year to transfer the balance from the Income and Expense accounts to Retained Earnings. This is why you're seeing them for the prior years when you run the account report. You'll want to generate a Profit and Loss report instead. It includes all income and expense transactions for the past five years rather than just the closing balance.
Here's how:
- Go to the Reports menu.
- Choose Company & Financial and select Profit & Loss Detail.
- Modify the reporting date.
You can further personalize it by clicking the Customize Report button and selecting different options available. You may also export it to Excel to save, store, and transfer it digitally if needed.
Feel free to swing by if you need further assistance with getting the report you need. I'm always here to help.
I've got an option for you to see all income account entries in QuickBooks Desktop.
You can use the Export to Excel feature and remove the closing entries to get the data needed.
I've added a screenshot for your visual reference:
I also have here some articles about exporting MS Excel files in QuickBooks for additional future reference:
- The export option for Excel is grayed out
- Import or export MS Excel files
- QuickBooks Desktop crashes when exporting a report to Excel worksheet
- Export reports as Excel workbooks in QuickBooks Desktop
Keep me updated if you need more assistance exporting your data or if there's anything else I can do for you. I've got your back. Stay safe.
Hi there, @parker5095.
QuickBooks automatically creates closing entries at the end of the fiscal year to transfer the balance from the Income and Expense accounts to Retained Earnings. This is why you're seeing them for the prior years when you run the account report. You'll want to generate a Profit and Loss report instead. It includes all income and expense transactions for the past five years rather than just the closing balance.
Here's how:
- Go to the Reports menu.
- Choose Company & Financial and select Profit & Loss Detail.
- Modify the reporting date.
You can further personalize it by clicking the Customize Report button and selecting different options available. You may also export it to Excel to save, store, and transfer it digitally if needed.
Feel free to swing by if you need further assistance with getting the report you need. I'm always here to help.
