Hello there, Muthill. I'd like to provide information about customizing the date when running a report in QuickBooks Self-Employed (QBSE).
In QBSE, you can customize specific dates for the Profit and Loss and Tags Totals reports. However, for other reports, customization by dates is not available. With this, I suggest submitting a feature request to our software engineers. They may consider adding this in future product updates.
To submit feedback, kindly open your QBSE account on your mobile phone and follow these steps:
- Select the Assistant tab.
- Type Send Feedback, then click the Add feature.
In addition, I've added this article for you to check and learn how to categorize the transactions you download from your bank or enter into QBSE: Categorise transactions in QuickBooks Self-Employed.
Please click the Reply button for additional assistance in customizing the date when running a report in QBSE. I'll be on the lookout. Stay safe.