Monthly Balance Sheet

BrittanySM · ‎July 13, 2021

Morning!

I am trying to find a way to get a balance sheet (by class) for just the previous month. We do monthly financial reports and I would like to have it balance with the P&L monthly as well as YTD. So far, I have not been able to isolate a single month and the totals are cumulative.

Thanks!

JenoP · ‎July 16, 2021

Joining the thread to help with your question about reports in QuickBooks Desktop, BrittanySM.

For now, there's no option to customize the Balance Sheet report to only show the data for a specific month. Although you can select a date, it will show a cumulative amount from the moment you started using QuickBooks.

I'd suggest sending a feature request about this. Your valuable input and product suggestions will be sent directly to our product engineers. Here's how:

Go to the Help menu inside QuickBooks and look for Send Feedback Online.
Select Product Suggestion.
Enter all required details and click Send Feedback.

I'd also like to share these additional articles just in case you might need them in the future while running reports in QuickBooks:

Add a reply below or reach out to us anytime you need anything else when working in QuickBooks. We're always here to help and guide you.

View solution in original post

BigRedConsulting · ‎July 13, 2021

Balance sheets are cumulative - all data up to a specific date.

To create a balance sheet for last month, enter the last day of last month as the date at the top of the report.

BrittanySM · ‎July 16, 2021

I understand that they are cumulative, but my old system had the option of isolating just one month, as well as the total cumulative report. Does QB have a way of running a balance sheet for just one month's information?

JenoP · ‎July 16, 2021

Joining the thread to help with your question about reports in QuickBooks Desktop, BrittanySM.

For now, there's no option to customize the Balance Sheet report to only show the data for a specific month. Although you can select a date, it will show a cumulative amount from the moment you started using QuickBooks.

I'd suggest sending a feature request about this. Your valuable input and product suggestions will be sent directly to our product engineers. Here's how:

Go to the Help menu inside QuickBooks and look for Send Feedback Online.
Select Product Suggestion.
Enter all required details and click Send Feedback.

I'd also like to share these additional articles just in case you might need them in the future while running reports in QuickBooks:

Add a reply below or reach out to us anytime you need anything else when working in QuickBooks. We're always here to help and guide you.

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Monthly Balance Sheet