I can walk you through on how to create a comparative reports, stl06.
There are lot of reports available that you can customize. But we're unable to add a new column for prior dates to all them.
What I can suggest is to create your own custom report if you're using QuickBooks Desktop. From there, we can add a column for previous dates.
Here's how:
- Go to Reports menu, hover your cursor to Custom Report. Then, select Summary.
- On the pop-up, select Display. Modify the date range.
- From the Add subcolumns for section, select either Previous Year, Previous Date, or Year-To Date.
- Go to the Filters tab. Choose or enter additional information that you want to include on the report.
- Click on OK button.
If you're using QuickBooks Online, there are ready to use comparative reports. Those are Balance Sheet Comparison, Profit and Loss Comparison, and Profit and Loss year-to-date comparison.
- Go to the Reports tab.
- Search and select any of those mentioned reports.
If none of these works for you, the best option I can suggest is to export them to an excel file. From there, you can merge the previous data and the new into one. Simply click on the Export button and select Export to Excel.
I've listed an articles below about customizing reports:
This should help you to achieve your goal for today. I'm always here if you need additional help.
