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January 7, 2021
Question

1. Why is there no data when I enter "last year-to -date?" 2. Can I get my preference saved so I don't have to re-select every time?

  • January 7, 2021
  • 1 reply
  • 0 views
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1 reply

Level 9
January 7, 2021

Hello @usermontytrucking,

 

Let me help share information about how your report pulls up its data in QuickBooks Online.

 

The report period you have chosen is too wide and the system is unable to display it as one report. With this, you can consider pulling up the same report per month and export them as one Excel file so you can compare your data.

 

On that same page, you can also save your report by clicking the Save customization button. Learn more about saving your report with this article: Memorize reports in QuickBooks Online.

 

Additionally, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Online Year-end Checklist.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.