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March 23, 2024
Question

Can i run a report for an account for all of last year?

  • March 23, 2024
  • 1 reply
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can i customize the time period for a report?

1 reply

March 23, 2024

Hello there, @jeanne27. Let me help you customize a date when pulling up a report.

 

In QuickBooks Online (QBO), you can customize the date when creating a report in QBO to access data from recent dates. Here's how to customize the date:

 

  1. In the left panel, go to Reports.
  2. Choose a report in the Find report by name.
  3. In the Report period, choose Last year or Custom dates to decide what date you're trying to pull up.

 

See the attached photos below for virtual reference:

 

 

On the other hand, you may also see this link as a guide when saving the customization you set in the reports using QBO: Memorize reports in QuickBooks Online.

 

Let me know if you have additional questions about running reports in QBO. I'm here to assist. Take care!