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Level 1

Can anyone confirm whether they are able to extract a TB for a certain time period and have the P&L represent the figures for just that specified period instead of YTD?

If I run the TB from 1 July to 30 September, it gives you a TB with P&L accounts from Jan-Sep. I just want P&L accounts for the 3 months from Jul-Sep as specified.
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QuickBooks Team

Can anyone confirm whether they are able to extract a TB for a certain time period and have the P&L represent the figures for just that specified period instead of YTD?

Hi matthew-burkett

 

It is not possible to limit the date range within the TB. You could select the specific accounts individually within the TB and amend the date range.