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Join nowOur fiscal year changes July 1. I have been asked to provide a report for an account showing income totals vs expense totals. I have tried a quick report and even transaction by details for that account but it always starts at 7/1 instead of 1/1. Is there a way to provide this information in a single report?
Solved! Go to Solution.
We appreciate you sharing the steps you've performed to build the report you need, JackMart.
Let me help and provide some alternate solutions so you can run a report that shows the income versus the expense totals. We can export the report to Excel and manually combine the data to get the information mentioned above, or run the Profit and Loss report and tailor it to yield the specifics that are important to your company.
Before we begin, let's download the latest maintenance release of your QuickBooks to resolve any errors and apply critical fixes. Here's how:
After that, launch the quick report and enter the correct date ( January 1). Then, export it to Excel and manually combine the data.
You can also open the Profit and Loss report and filter the data to show only the totals. From there, you'll see the total for each income and expense category type. Let me walk you through the process of customizing the financial statement:
Here's an article that goes over the features and tasks you can do with your reports: Customize reports in QuickBooks Desktop. It includes a video tutorial for visual guidance as well as comprehensive instructions on how to carry out the steps.
Additionally, you can make use of these checklists to assist you in preparing your year-end tax filings, form submissions, and other accounting-related tasks:
Keep me posted below if you require additional assistance running reports or have other QuickBooks concerns. Please know that I'm only a few clicks away for help. Enjoy your day, JackMart.
We appreciate you sharing the steps you've performed to build the report you need, JackMart.
Let me help and provide some alternate solutions so you can run a report that shows the income versus the expense totals. We can export the report to Excel and manually combine the data to get the information mentioned above, or run the Profit and Loss report and tailor it to yield the specifics that are important to your company.
Before we begin, let's download the latest maintenance release of your QuickBooks to resolve any errors and apply critical fixes. Here's how:
After that, launch the quick report and enter the correct date ( January 1). Then, export it to Excel and manually combine the data.
You can also open the Profit and Loss report and filter the data to show only the totals. From there, you'll see the total for each income and expense category type. Let me walk you through the process of customizing the financial statement:
Here's an article that goes over the features and tasks you can do with your reports: Customize reports in QuickBooks Desktop. It includes a video tutorial for visual guidance as well as comprehensive instructions on how to carry out the steps.
Additionally, you can make use of these checklists to assist you in preparing your year-end tax filings, form submissions, and other accounting-related tasks:
Keep me posted below if you require additional assistance running reports or have other QuickBooks concerns. Please know that I'm only a few clicks away for help. Enjoy your day, JackMart.
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