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egner
Level 1

How do I select a date range for my report?

Where can I select the report period?
1 Comment 1
JasroV
QuickBooks Team

How do I select a date range for my report?

Let me walk you through the steps on how to select a date range for your report, Egner.

 

You can run any reports you need and simply filter the date range from the Report period field. I'll show you how.

 

  1. Go to the Reports menu in your QuickBooks Online (QBO) account.
  2. Select any report you want to open.
  3. Adjust the date range of the report from the Report period field. 2.PNG
  4. Then click Run report for the changes to take effect.

 

You can also see this article for more details about customising reports in QBO: Customise reports in QuickBooks Online.

 

I'm also attaching this link that you can read for guidance. This contains details on how to print and export your reports: Run reports in QuickBooks Online.

 

If there's anything else you need help with about reports, please feel free to leave a response. I'd be delighted to help you out anytime. Keep safe and stay healthy!