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Aug 11, 2021 2:41 PM UTC
Question

I want to run an account listing up to the year end, not today.

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1 reply

Aug 11, 2021 6:34 PM UTC

Hello, matthew-wyatt. Welcome to the Community page. I'm here to help.

 

Are you referring to run an account listing from your Chart of Accounts? If so, I can walk you through the steps:

 

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Click Run Report.
  3. Select the account.
  4. Click the Account history drop-down.
  5. Select the Report period.
  6. Click Run report.

 

Here's an article you can check to learn more about the chart of accounts in QuickBooks Online.

 

If you're referring to something else, please add them in a comment section.

 

I'm looking forward to your reply.