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julian-edwards5
Level 1

Changing date on balance sheet report

Can anyone advise how you change the date when running a balance sheet report?
Solved
Best answer October 13, 2021

Accepted Solutions
GeorgiaC
QuickBooks Team

Changing date on balance sheet report

Hello Julian, the balance sheet runs by default from the start of the financial year which is set in the company settings (Cog > Account & settings > Advanced > Accounting > First month of financial year) - the end date can be set by altering the 'to' date on the report itself. :woman_technologist:

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GeorgiaC
QuickBooks Team

Changing date on balance sheet report

Hello Julian, the balance sheet runs by default from the start of the financial year which is set in the company settings (Cog > Account & settings > Advanced > Accounting > First month of financial year) - the end date can be set by altering the 'to' date on the report itself. :woman_technologist:

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