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jeriemaelacapriv
Level 1

In Essential Quickbooks Online Subscription, why cannot I generate a Statement of Changes in Equity?

I tried searching for the reports that can be generated when you have an Essential Subscription. Statement of Changes in Equity was included but when I generate in our company's account, I cant find the report.
1 Comment 1
Rubielyn_J
QuickBooks Team

In Essential Quickbooks Online Subscription, why cannot I generate a Statement of Changes in Equity?

It's a pleasure to have you here, @jeriemaelacapriv. Let me provide some information about generating a Statement of Changes in Equity report.

 

I reviewed our tools and found that this report is currently unavailable in QuickBooks Online Essentials.

 

For your reference, you may open this link to help you learn which reports are available for your version of QuickBooks Online: Reports included in your Online subscription.

 

In the meantime, you'll want to run other financial reports like the Balance Sheet and export them to an Excel file. 

 

Here's how:

 

  1. Log in to your account
  2. Go to the Reports menu.
  3. In the Find your report field, search for Balance Sheet.
  4. Select the correct date.
  5. Click the Export icon.

    ,,,,,,,,,,,,,,,,,,,,,,,,,balance sheeet.JPG

 

From there, manipulate the statement from the start and end of the month, and look at the differences.

 

You'll want more details of the report, you can customize them to focus on specific accounts. Then, memorize them to save it with its current customization settings.

 

Fill me in if you have additional questions about managing reports in QuickBooks. I'll be happy to help you. Keep safe!

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