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parker5095
December 30, 2022
Solved

How to view a report over several years?

  • December 30, 2022
  • 1 reply
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I've seen several questions but no answers. I want to see all entries of an Income account over several years. When I change the dates I see Closing Entry for the prior years. It's annoying to have to enter the date for each year to view the items if it's say 5 years. There must be some way to do this.

 

Reproducing:

 

1. Go to chart of accounts

2. double click the income item

3. change the dates e.g. jan 1 2008 to Dec. 31, 2022

 

How can I see ALL the items and not closing entry? 

 

Alternatively what I want to do is to step through details of the entries and make changes to some of them.

Best answer by LieraMarie_A

Hi there, @parker5095.

 

QuickBooks automatically creates closing entries at the end of the fiscal year to transfer the balance from the Income and Expense accounts to Retained Earnings. This is why you're seeing them for the prior years when you run the account report. You'll want to generate a Profit and Loss report instead. It includes all income and expense transactions for the past five years rather than just the closing balance. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Choose Company & Financial and select Profit & Loss Detail.
  3. Modify the reporting date.

 

You can further personalize it by clicking the Customize Report button and selecting different options available. You may also export it to Excel to save, store, and transfer it digitally if needed.

 

Feel free to swing by if you need further assistance with getting the report you need. I'm always here to help. 

1 reply

G
GlinetteC
December 30, 2022

I've got an option for you to see all income account entries in QuickBooks Desktop.

 

You can use the Export to Excel feature and remove the closing entries to get the data needed. 

 

I've added a screenshot for your visual reference:

I also have here some articles about exporting MS Excel files in QuickBooks for additional future reference:

 

 

 Keep me updated if you need more assistance exporting your data or if there's anything else I can do for you. I've got your back. Stay safe.

P
parker5095Author
December 31, 2022

Hi Glinette, I tried what you suggested but basically have the same view in Excel as I do in Quickbooks - 5 to 8 entries of Closing Entry.

 

Did you actually try this? If so, how did you actually see the detailed items for each year?  Can you show a screenshot of the successful detailed view?

LieraMarie_A
LieraMarie_AAnswer
December 31, 2022

Hi there, @parker5095.

 

QuickBooks automatically creates closing entries at the end of the fiscal year to transfer the balance from the Income and Expense accounts to Retained Earnings. This is why you're seeing them for the prior years when you run the account report. You'll want to generate a Profit and Loss report instead. It includes all income and expense transactions for the past five years rather than just the closing balance. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Choose Company & Financial and select Profit & Loss Detail.
  3. Modify the reporting date.

 

You can further personalize it by clicking the Customize Report button and selecting different options available. You may also export it to Excel to save, store, and transfer it digitally if needed.

 

Feel free to swing by if you need further assistance with getting the report you need. I'm always here to help. 

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