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November 17, 2023
Question

How do I generate reports for last financial year?

  • November 17, 2023
  • 1 reply
  • 0 views
I need Profit and Loss, Balance Sheet etc for last financial year.

1 reply

November 17, 2023

I recognize you need to pull up your data in QuickBooks Online. I'll ensure to assist you to the best of my ability, @tonibw.

 

We can generate reports by choosing the appropriate period within the Reports section. I'll help you how to do it.

 

In QuickBooks Online, you have the option to select from a range of report periods or you can input a custom date to pull up the specific information you need.

 

Here's how:

 

  1. On the left of your QuickBooks Online (QBO), click Reports.
  2. Select the Profit and Loss report.
  3. Locate the Report Period, Modify the reporting period to a specific month or set it as Last Year or Custom date.
  4. Click Run report.

 

I've added this screenshot for your reference:

 

If you require additional support in customizing your reports to suit your business requirements, please don't hesitate to reach out. I'm available to help. Wishing you a fantastic day, @tonibw.