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:
- Log in to your QuickBooks Online account.
- Click Help (?).
- Type in "Talk to a human," then press Enter.
- Select Contact Support Team.
- Type again Talk to a human and click Contact Support Team.
- Choose a way to connect with us.
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.
