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September 26, 2019
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Is it possible to show the changes of Deposit or Bank Accounts on each month?

  • September 26, 2019
  • 1 reply
  • 0 views

I'd like to see the chart showing the changes of Deposit or Bank Accounts on each month. For example, in Jan: $100, in Feb:$200, in Mar: $150.....

Best answer by Rose-A

Hi, system.
You've got me here today to help get the information you need regarding the changes to your bank accounts in QuickBooks Online.

Financial reports in QuickBooks give you tons of information about changes in your business and bank accounts. To get a see the changes in your accounts, you can pull up and customise the dates in the Profit and Loss report.

Here's how:

  1. Go to Reports.
  2. Locate and select the Profit and Loss report.
  3. In the open Profit and Loss report, filter the Dates by months (see sample screenshot below).

You may find the following articles helpful:

Keep me posted if you need more help with your bank accounts in QuickBooks Online. Have a good one.

1 reply

Rose-A
Rose-AAnswer
September 26, 2019

Hi, system.
You've got me here today to help get the information you need regarding the changes to your bank accounts in QuickBooks Online.

Financial reports in QuickBooks give you tons of information about changes in your business and bank accounts. To get a see the changes in your accounts, you can pull up and customise the dates in the Profit and Loss report.

Here's how:

  1. Go to Reports.
  2. Locate and select the Profit and Loss report.
  3. In the open Profit and Loss report, filter the Dates by months (see sample screenshot below).

You may find the following articles helpful:

Keep me posted if you need more help with your bank accounts in QuickBooks Online. Have a good one.