How to Schedule a QuickBooks Balance Sheet Prev Year Comparison

Is your business doing as well as it did last year? Regularly review this helpful report to find out if your finances are slipping and take action before it is too late!


The QuickBooks Balance Sheet Prev Year Comparison report shines a light on how your business is performing this year versus last year. The rightmost % Change column, which may be positive or negative, summarizes performance in each of several important areas, encompassing all assets, liabilities and equities.

We recommend that you take the time to review this report at least once a month.



To automatically schedule and email the QuickBooks Balance Sheet Prev Year Comparison Report on the first of each month:

  1. Download, install, and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • If you have more than one company file registered with ActiveBooks, select the company file you wish to report against in the Using field.

    • In the Send the field, scroll down and select the Balance Sheet Prev Year Comparison entry.

    • In the To field, enter your email address. If there are other folks in your small business that should receive the report, enter all their email addresses, separating each one with a comma (,). We have specified a couple to illustrate.

    • And finally, in the Every field, specify when you would like the report to be sent. Once a month -- bright and early on the first -- works best for us.

    Email the QuickBooks Balance Sheet Prev Year Comparison Report

  5. We are now done installing the report in ActiveBooks so click the Save >> button to record your new notification. In a second or two, an entry for Balance Sheet Prev Year Comparison Report (This Fiscal-year-to-date) will appear in the ActiveBooks window.

    You can see that ActiveBooks is patiently waiting until first of the next month (March) at 6 AM, when it will spring into action and deliver the report.

    ActiveBooks Balance Sheet Prev Year Comparison Report: Created

  6. That's it! From now on, your company's Balance Sheet Prev Year Comparison report will be automatically delivered to your email inbox on the first of each month. Feel free to preview the report (by selecting Notification > Preview...), or edit it to adjust the delivery time, change email addresses, restrict by class, send a PDF or CSV/Excel, and much more.

    Balance Sheet Prev Year Comparison Report: Preview




QuickBooks Balance Sheet Prev Year Comparison Report not being scheduled as expected?


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