Management reports not showing comparisons

Thank you for reaching out regarding the issue you are experiencing with your management reports in QuickBooks Online, @jayeh. I understand that you would like to include comparisons in your reports, and I'm here to assist you.

As I've replicated your concern here on my end, running a Profit and Loss and Balance sheet comparison report requires specific customizations to ensure data are showing accurately on the report.

To enable the comparison feature and include previous year or previous period data in your reports, please follow these steps:
 

1. Navigate to the Reports tab in QuickBooks Online.
2. Select the Management  reports tab.
3. Look for the specific report under your management reports, such as the Balance Sheet or P&L report.
4. Click on the report to open it.
5. Once the report is open, locate the Reports and Chart page.
6. On the Reports and Chart page, you will find checkboxes or options to enable comparisons.
7. Check the box that allows you to compare the report with the previous year or previous period, depending on your desired comparison.
8. Save the changes you made to the report settings.
9. Re-run the report, and the comparisons from the previous year or previous period should now be included.

See screenshot below for your visual reference. 

I'll include this article for more details: View and edit management reports in QuickBooks Online

Moreover, you'll want to memorize the data added to your reports to save current modifications made from them. It also includes insights on how to set schedules and email information for a memorized report.
 

Your success in running reports with QuickBooks is our top priority. We're always here to help.

Hi thanks for the quick reply. I've gone to the page where you said. The checkbox however isn't there. Please see attached screenshot.

Thanks for helping

I appreciate you for giving additional information like this screenshot to resolve the financial management report issue, @jayeh.

We can perform troubleshooting steps when facing display preferences malfunctions might be caused by certain browser-related issues. This problem sometimes occurs with outdated browser versions, cookies, and cache files. Let's work together to resolve this so you can get back to your business.

In your case, since the options disappears from a comparison report, we can log in to your QBO account by logging in a private window. This way, it'll allow to begin a fresh start using these keyboard shortcuts by accessing an incognito window on supported browsers:

• Safari: Control + Option + P
• Google Chrome: Press Ctrl + Shift + N
• Firefox or Internet Explorer: Ctrl + Shift + P
   

Once you have opened the browser window, log in to your QBO account and see if the program will run properly. If it does, proceed to clear your browser's cache. This process will remove and fix specific issues and help the program run optimally. Alternatively, you use other supported browsers to login QBO and generate your financial comparison management report for Profit and Loss and Balance Sheet.

Moreover, you can visit this article to know everything to get started about saving your customized reports in QBO: Memorize reports in QuickBooks Online.

If you have more questions or concerns about financial management report issue, don't hesitate to reply in the comment section. I'll be around and always here to lend a hand for you. Keep safe.

Thanks for the reply.

I tried incognito in Google Chrome (my main browser) and I also tried Edge as well as the private window in edge. Still isn't showing that checkbox and not including the comparatives.

Any other ideas?

Cheers

I appreciate you for coming back and considering the suggestions, jayeh.

Can you tell me if you use QBO in regions other than the US? I've seen a similar case reported to us. However, this only applies if you're using QBO AU (Australia). Our engineers are currently addressing this issue. Rest assured we'll fix it as soon as possible. For now, please give us a short call so we can add your company details to the list of affected users.

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
   • Start a chat with a support expert. Live chat M-F, 8:30 AM to 6:30 PM and S-S, 8:00 AM to 8:00 PM, AET.
   • Call us. M-F, 8:30 AM to 6:30 PM, AET.

If you're using QBO US, I still advise contacting our Support Team, as you've already taken the initial troubleshooting steps and encountered the same result. This way. we can investigate why the issue occurred.

Additionally, you can use the links by my colleagues above or explore this one for additional tips on customizing reports in QBO AU: Learn how to get the most out of your financial reports. 

Please let me know if you have more concerns about handling QBO reports. I'll be around to provide the information you need. 

Yes I am in Australia. I will call support here. THanks.