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trevorcarroll
December 16, 2022
Question

how to change the sales and purchase date to coincide with my quarter rather than do custom serach ?

  • December 16, 2022
  • 1 reply
  • 0 views

as above when i do look at this quarter on sales or purchase they always a month out so have do do a custom search ! so how can i change the quarter to my vat quarter dates ?

1 reply

Rose-A
Rose-A
December 17, 2022

It's good to hear from you today, trevorcarroll.

 

We can open each transaction and manually change the dates to ensure your sales and purchases are within your quarter dates.

 

As an initial step, we can pull up and run the Transaction List by Date report. Here's how it's done:

 

  1. Click Reports in the left panel and search for Transaction List by Date.
  2. Locate the transactions and open each of them.
  3. Change the Date from there.
  4. Hit Save.

 

More information on how to customize and use your reports in QuickBooks Online can be found in the following article: Customize reports in QuickBooks Online. This will also provide us with a link to manage and share custom reports.


I'll be around to help if there's anything else you need, trevorcarroll. I'm always here to lend a helping hand. Happy Holidays!

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