Hello, @brianh2. Let me ensure you get routed to the appropriate support for sending auto-emailed reports with the correct date range in QuickBooks Online (QBO).
In setting up your report, it's important to make sure that it displays the correct date range. However, since the automatically generated email is not pulling in all transactions from the fiscal year to date, I recommend reaching out to our support team to have this thoroughly checked. They have the appropriate tools to open your account securely and put up an investigation if needed. Here's how to contact them:
Moreover, if you want to learn how to close your previous fiscal year and prepare for the new one, feel free to check out this article for future reference: Year-end guide for QuickBooks Online.
I'll be a comment away if you need more help in managing reports. The Community is always available to help you out.
Make it easy for customers to pay you, and manage it all in QuickBooks.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.