Let's explore how to generate this report so you can analyze your income and expenses comprehensively for a specific period, elw330.
I understand you're looking for a report filter on QuickBooks Online that captures the changes in net assets on the statement of activities or the release of restricted assets in the revenues section. However, QuickBooks Online doesn't yet offer a built-in report filter for this feature. But not to worry, there is a workaround that can help us achieve our goal.
We can run and customize the Statement of Activity report. This financial report summarizes income and expenses for a specific period. It shows the total revenue, expenses, and the resulting net income or loss for the selected time frame. This report helps you understand the financial performance of your business over a given period. I'll walk you through the steps:
- Click the Reports, then select Reports.
- In the search bar, enter the Statement of Activity report.
- Customize the date and other information needed.
- Hit Run report once done.
Additionally, you may want to consider utilizing a third-party app that Fiat Lux - ASIA suggested. Or you can search for apps that integrate into QuickBooks Online. Apps store in QuickBooks Online.
I recommend reading these articles to ensure you'll get the most out of QBO's reporting capabilities. These articles provide valuable insights on using QBO's reporting features to gain deeper insights into your business performance. By reading and applying the tips and strategies outlined in these articles, you can make better-informed decisions and drive growth and success for your business.
Please keep in touch if you require additional assistance while working in QBO. I'll get back to you as soon as possible to assist you and ensure you're taken care of. Have an excellent rest of your day.
