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April 16, 2020
Question

Can you please help me post to last year's quarterly report?

  • April 16, 2020
  • 1 reply
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1 reply

April 16, 2020

Welcome to the Community, @Okinawa88.

 

There are several reports you can run in QuickBooks Online. You can use the Customize button to filter the date. This will show specific details just the way you want them.

 

You can follow these steps to pull up Quarterly report in QBO:

 

  1. Click Reports in your left navigation pane.
  2. Search the report you want to post or enter it on the field.
  3. Select Customize.
  4. Filter the date under the Report period.
  5. Hit Run report.

 

I added this article that has an overview of how to run basic reports and its features: Run reports.

 

You can also visit this link to learn more specific ways to customize your reports moving forward: Popular custom reports in QuickBooks Online.

 

Let me know if you have other questions. I’ll always be here anytime you need help.