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Everything you need to know about banking in QuickBooks Online - Discover more
amandaowensonart
Level 1

I’m having an issue changing the dates on my app fit balance sheet and profit and loss

 
1 REPLY 1
Angelyn_T
QuickBooks Team

I’m having an issue changing the dates on my app fit balance sheet and profit and loss

Thank you for raising your concern here on the Community page, @amandaowensonart.

 

I'm happy to share with you some information about pulling up QuickBooks Online reports.

 

Using a mobile app, you can filter the dates of your Profit and Loss report by clicking on the icon beside the three dots. However, the Balance Sheet report displays the data up to the current date.

 

You can see this screenshot for your visual reference.

 

To make some additional customisations specifically to your balance sheet report, you can access QuickBooks using a web browser. From there, open the balance sheet from the Reports tab, then set the date under the Report period section.

 

You can also check out this link to learn more about running basic reports in QuickBooks.

 

If you want to memorise the current settings of your report, you can use this article as your guide.

 

Please feel free to leave a comment below if you have any other questions. I'm always here to help. Take care!

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