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April 11, 2024
Question

When I try to select a custom date to run my P&L report it doesn't work. I want specific dates and it just keeps bouncing back to Jan through todays date.

  • April 11, 2024
  • 1 reply
  • 0 views
Quickbooks online is new to me I have always used Desktop. I am getting really frustrated seems like a lot of errors. Or maybe I am doing something wrong. I can not get the P&L report to use a custom date. Every time I enter the date range it just bounces back to 01/01/2024-4/11/2024.

1 reply

April 11, 2024

The information displayed by QuickBooks Online will vary depending on the custom date range selected, Cencal. The dropdown date might be set for the current year.

 

Setting the reporting period from This year to Custom is crucial. To ensure that the report will be accurate.

 

Follow these steps: 

  1. Go to Reports.
  2. Select Profit and Loss.
  3. Under the Reporting period dropdown.
  4. Select Custom.
  5. Fill up the date range you prefer.
  6. Click Run report.

 

I'll attach some articles that you can check to help you run your reports: 

 

 

Keep me posted if you still have concerns about your reports. Have a great day!