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September 12, 2022
Question

How can I change the date at the top of a REPORT ?

  • September 12, 2022
  • 1 reply
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1 reply

September 12, 2022

I recognize the importance of pulling up a report with the correct date, @bhconn. I’d be glad to walk you through changing the date range to get the data you need.

 

Once you opened the report, you can select the report period or click the Customize button at the top. From there, you can also see the report period and number format under General. You can choose from the dropdown menu your desired period.

 

Here’s an article that’ll help you filter them to show specific accounts or customers, or format the layout so the right data shows up in the right place: Customize reports in QuickBooks Online.

 

If you need further assistance about your date range in QBO, please post a reply below. I'll be around to help you in any way I can. Have a great day ahead and take care.