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Stnicholas
New Member
Sep 30, 2023 4:51 AM UTC
Question

Statement of comparison

I’m trying to do this report using ONE of our bank accounts not all of them. On this report it has all our bank accounts but because we’rea church they want to see each one individually by the diff banks accounts.  Is there a way for us to single or just one on a report without us having to use classes? I started that but when it comes to transfers it won’t let me use a class.

3 replies

MadelynCModerator
Moderator
Sep 30, 2023 5:57 AM UTC

Yes, there’s a way to generate a report in QuickBooks that presents individual accounts, @Stnicholas.


Before anything else, what statement of comparison did you run?


Except for the Statement of Financial Position Comparison report, both Statement of Activity Comparison and Statement of Activity year-to-date comparison can filter or select a specific account.


You can follow the steps below to achieve it:

 

  1. In the Comparison report, select the Customize button.
  2. Select the date.
  3. Go to the Filter section.
  4. In the Distribution Account, choose an account.
  5. Press the Run report button after.

 

Moreover, QuickBooks offers the ability to assign classes to transactions, but this isn't possible when transferring funds.


I’ve attached a reference in case you want to keep the same report settings for future use: Memorize reports in QuickBooks Online. It helps you access the data quickly to save time.


If you need further assistance managing your financial reports in the program, reach back out anytime. I’ve got you covered.

StnicholasAuthor
New Member
Oct 2, 2023 11:53 AM UTC

my report is comes back with nothing

Rainflurry
Rainflurry
Level 11
Oct 2, 2023 12:31 PM UTC

@Stnicholas 

 

This is for a P&L comparison report?  From an accounting perspective, there is no correlation between a bank account and a P&L (I guess unless you're on cash basis and have nothing but items of income and expense).  It is not a report that would generally give any meaningful information (there are many transactions that affect your income/profit that do not hit a bank account (depreciation, accruals, income on accrual basis, etc).  Is there something I'm missing as to why you would want to run a comparison by bank account?    

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