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SherylAnn
Level 1

General Ledger for 2 year period shows 2 years A&L but only the last year revenue and expenses

In Desktop Quickbooks 2019 Premier Accountant version... When displaying the General Ledger for a 2 year period, it shows 2 years A&L accounts but only the last year revenue and expense accounts...  What's happening?  When choosing a single year, all accounts show properly for either year. 

2 Comments 2
ChristineJoieR
QuickBooks Team

General Ledger for 2 year period shows 2 years A&L but only the last year revenue and expenses

I'm happy you visited us here in the Community, @SherylAnn. I can help you with how to pull up reports accurately in QuickBooks Desktop Online.


This is depending on when your fiscal year is established.


We can look at your company settings to see what month you started and draw up a fiscal year report for you.
Here's how:

 

  1. From the menu, click on the Company.
  2. Choose My Company.

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3. To access the Reports Information, click the pencil icon.

4. Select the fiscal date started and hit Okay.

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Now, let's pull up the report again. 


Moreover, you can change the data, add or remove columns, change the header and footer information, and even change the font and style of the report. By using this article as a resource.


Visit us once more if you still require additional information about your financial reports in QuickBooks Desktop. I'd be delighted to provide more resolution.

BigRedConsulting
Community Champion

General Ledger for 2 year period shows 2 years A&L but only the last year revenue and expenses

This is just the way the report works.

 

A General Ledger, much like a Balance Sheet, includes all of the activity recorded using P&L type accounts from prior fiscal years in the Retained Earnings opening balance. Only the current year's P&L type account details are included on the report.

 

If you want a report that does include all of the activity for each account for the entire period, start at Reports | Custom Reports | Transaction Detail. Set the desired date range and total it by "Account List". Presto!

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