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charles13
Level 1

How do I set up the period end start and end dates in order to produce the balance sheet and accounts?

 
1 REPLY 1
MirriamM
Moderator

How do I set up the period end start and end dates in order to produce the balance sheet and accounts?

It's nice to have you in the Community, charles13,

 

Let me show you on how to set up period end start and end dates in order to pull up the Balance Sheet and accounts report.

 

Here's how:

  1. Click Reports in the left navigation menu.
  2. In the search bar, type in Balance Sheet.
  3. In the Balance Sheet Report page, click Customise button at the upper right hand.
  4. Under General section, go to the Report period then choose Custom.
  5. Enter desired start date and end date.
  6. (Optional) Set additional filter.
  7. Click Run report.

To learn more about pulling up Balance sheet report, you can check out these articles:

For future help, you can always visit our Community Help articles: https://quickbooks.intuit.com/community/Help-articles/ct-p/help-articles-uk?label=QuickBooks%20Onlin....

 

If there's anything else you need help with, please feel free to reach back out. I'm always here to help in managing your account.

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