Skip to main content
April 22, 2024
Question

I would like to run reports for the date range "last month to date". It gets the start date correct - but not the "to date" part which should be today's date.

  • April 22, 2024
  • 1 reply
  • 0 views
This seems like a programming issue that could be easily fixed.

1 reply

DivinaMercy_N
April 22, 2024

I'm here to help you run the report according to the date you need, Bob. I'll also share some information and a workaround you can use for the time being

 

First, I want to ask a few questions to gather more data to help fix the date range issue. Like, may I know the specific report you're trying to access? Also, do you encounter this when the report is in the new layout or using the old one?

 

In QuickBooks Online (QBO), some reports will convert the end date of the last month as the current date rather than the present date when the report is pulled up when selecting the Last-month-to-date as the reporting period. As a result of a thorough investigation by our engineers, it has been determined that this is working as designed in QBO and is not a bug. With that said, I recommend sending feedback to our product developers to share your comments and suggestions. Here's how:

 

  1. Select the Feedback option by clicking the Gear icon.
  2. Next, enter a brief description of your comments and suggestions in the box dedicated to it.
  3. When done, click Next.

 

If you encounter the same thing when running a report on a new layout, I suggest switching to the Classic view or vice versa.

 

However, if the issue persists, you can manually change the report period based on the date range you want. For guidance in modifying the reports, check this article: Customize reports in QuickBooks Online.

 

The program also provides you the option to share your report with your team. To do so, refer to these steps:

 

  1. Open any report you want to share with them and click the Email icon.
  2. Fill in the needed details based on the available fields.
  3. When done, select Send.

 

I'm always here ready to back you up if you have other issues when managing your reports. Feel free to drop a reply below. Have a good day ahead.