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audrey11
Jan 15, 2020 5:02 PM UTC
Question

What report do i run for Gross Assets?

Original commenter did not share additional details

6 replies

JaneD
JaneD
Jan 15, 2020 5:40 PM UTC

Good day, audrey11.

 

You can run the Transaction Detail by Account report in QuickBooks Online (QBO). Then, customize and filter the report by the type of transaction you used to increase the asset account.

 

  1. Go to Reports.
  2. Type in Transaction Detail by Account in the search field and click on it to open.
  3. Click on Customize and set the date under Report period.
  4. Select either Cash or Accrual under Accounting method.
  5. Go to Filter and choose all transactions applied from the Transaction Type drop-down arrow.
  6. Click on Run report.

You can also memorize this report to save its current customization settings.

 

Keep us posted if you have further questions. We'll be here to keep helping.

test32
Feb 11, 2020 1:29 AM UTC

My tax person is asking me for total gross assets for 2019.  What report can I run to get this total.  What's included in total assets?  Is it just furniture and computers?

 

Thanks!

AlexV
AlexV
Feb 11, 2020 2:07 AM UTC

It's best to pull up the Balance Sheet, test32.

 

Though, this report shows not just the company's assets, but also the liabilities and owner's equity. You can follow these steps:

  1. Go to the Reports tab.
  2. Search and select Balance Sheet.
  3. Change the year to 2019, then click Run report.

In addition, the Balance sheet reports all the recorded company assets, not only the furniture and computers.

 

I'll be happy to help if you need anything else. Have a great day!

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