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Hi there, julia-jlfgoldste.
Welcome to QuickBooks Community and thank you for posting your concern in our furom. I'll share steps to ensure you're able to report that shows all income and expenses for 2020.
I suggest pulling up the Profit and loss report and customize this report to filter the date range to a specific date or year 2020.
here's how:
For additional information on how you can customize reports and focus on the details that you want to view, you can refer to this article: Customize reports in QuickBooks Online.
Once done, you can export the report to Excel or PDF so you can easily enter the details on a form. To this, you'll have to click the Export icon and choose either Export to Excel or Export to PDF.
Please click this article to see steps on how you can print or email different reports in QuickBooks Online: Run reports in QuickBooks Online.
If you have other concerns about reports or anything with QuickBooks, please don't hesitate to go back to this thread. I'm always here to help.
Hi there, julia-jlfgoldste.
Welcome to QuickBooks Community and thank you for posting your concern in our furom. I'll share steps to ensure you're able to report that shows all income and expenses for 2020.
I suggest pulling up the Profit and loss report and customize this report to filter the date range to a specific date or year 2020.
here's how:
For additional information on how you can customize reports and focus on the details that you want to view, you can refer to this article: Customize reports in QuickBooks Online.
Once done, you can export the report to Excel or PDF so you can easily enter the details on a form. To this, you'll have to click the Export icon and choose either Export to Excel or Export to PDF.
Please click this article to see steps on how you can print or email different reports in QuickBooks Online: Run reports in QuickBooks Online.
If you have other concerns about reports or anything with QuickBooks, please don't hesitate to go back to this thread. I'm always here to help.
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