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Whenever I request a balance sheet report it always defaults to producing a P&L figure from January 1st. I would like it to produce the figure from March 1st.

I have tried to alter the date parameters when I request the report but it always defaults to January 1st
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QuickBooks Team

Whenever I request a balance sheet report it always defaults to producing a P&L figure from January 1st. I would like it to produce the figure from March 1st.

Hi chris621, 

 

Thanks for joining us here on the Community. 

 

This specific report is designed to run by default from the date which is entered as the first month of the financial year within the settings. To change this to March, please go to the Cogwheel > Account & settings > Advanced > Accounting > See and edit the month selected within here; you can then change this back if needed once you've run the report.

 

Get back to us below if you have any questions. 🙂