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J
jayeh
April 7, 2024
Question

Management reports not showing comparisons

  • April 7, 2024
  • 1 reply
  • 0 views

Hi,

 

I have created a set of management reports for our EOY accounts. I've included the Balance Sheet Comparison report and the P&L Comparison Report however when I do the reports it doesn't include the comparisons. I know they did last year but I can't get it to happen this year. Any help greatly appreciated.

 

Cheers

1 reply

A
AbegailS_
April 7, 2024

Thank you for reaching out regarding the issue you are experiencing with your management reports in QuickBooks Online, @jayeh. I understand that you would like to include comparisons in your reports, and I'm here to assist you.

 

As I've replicated your concern here on my end, running a Profit and Loss and Balance sheet comparison report requires specific customizations to ensure data are showing accurately on the report.

 

To enable the comparison feature and include previous year or previous period data in your reports, please follow these steps:
 

  1. Navigate to the Reports tab in QuickBooks Online.
  2. Select the Management  reports tab.
  3. Look for the specific report under your management reports, such as the Balance Sheet or P&L report.
  4. Click on the report to open it.
  5. Once the report is open, locate the Reports and Chart page.
  6. On the Reports and Chart page, you will find checkboxes or options to enable comparisons.
  7. Check the box that allows you to compare the report with the previous year or previous period, depending on your desired comparison.
  8. Save the changes you made to the report settings.
  9. Re-run the report, and the comparisons from the previous year or previous period should now be included.

See screenshot below for your visual reference. 

 

 

I'll include this article for more details: View and edit management reports in QuickBooks Online

 

Moreover, you'll want to memorize the data added to your reports to save current modifications made from them. It also includes insights on how to set schedules and email information for a memorized report.
 

Your success in running reports with QuickBooks is our top priority. We're always here to help.

J
jayehAuthor
April 7, 2024

Hi thanks for the quick reply. I've gone to the page where you said. The checkbox however isn't there. Please see attached screenshot.

 

Thanks for helping

H
Heide DC
April 7, 2024

I appreciate you for giving additional information like this screenshot to resolve the financial management report issue, @jayeh.

We can perform troubleshooting steps when facing display preferences malfunctions might be caused by certain browser-related issues. This problem sometimes occurs with outdated browser versions, cookies, and cache files. Let's work together to resolve this so you can get back to your business.

 

In your case, since the options disappears from a comparison report, we can log in to your QBO account by logging in a private window. This way, it'll allow to begin a fresh start using these keyboard shortcuts by accessing an incognito window on supported browsers:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P
     

Once you have opened the browser window, log in to your QBO account and see if the program will run properly. If it does, proceed to clear your browser's cache. This process will remove and fix specific issues and help the program run optimally. Alternatively, you use other supported browsers to login QBO and generate your financial comparison management report for Profit and Loss and Balance Sheet.

 

Moreover, you can visit this article to know everything to get started about saving your customized reports in QBO: Memorize reports in QuickBooks Online.

 

If you have more questions or concerns about financial management report issue, don't hesitate to reply in the comment section. I'll be around and always here to lend a hand for you. Keep safe.

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