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KJOHNSTON0312
Level 1

Previous Year Balance Sheet by Month

I'm trying to run a report that will show the ending balance in a particular account by month, for the entire year. I can do this for the current and last fiscal year, but anything before that, doesn't give me the option to run it by month. Any suggestions? 

2 Comments 2
ZackE
Moderator

Previous Year Balance Sheet by Month

Thanks for getting in touch with the Community, KJOHNSTON0312.

 

I can certainly understand how an ability to run/customize balance sheet reports which display each account's sheet for every individual month of a year could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while using QuickBooks.

 

Here's how:

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
  3. Enter any suggestions/feedback in the Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

As a workaround, you can export reports as Excel workbooks, CSV spreadsheets, or PDFs, then further customize them outside of your books.

 

Another option is checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

 

If there's any additional questions, I'm just a post away. Have a great day!

Rainflurry
Level 14

Previous Year Balance Sheet by Month

@KJOHNSTON0312 

 

Go to Reports > Company & Financial > Balance Sheet Standard.  Then click 'Customize Report'.  Select the date range you want.  Under 'Columns', click on the 'Total only' dropdown and select 'Month'.  Click 'OK'.  You now have month-end balance sheets for each month of your date range. 

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