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Level 1

How do I change the date at the top of my balance sheet?

1 Comment

How do I change the date at the top of my balance sheet?

Hello @userrpanten,


You can customize your Balance Sheet report so you can change the date with what you desired. Let me show you how.

  1. Go to Reports.
  2. Select your balance sheet report.
  3. Click Customize.
  4. Under Report period, select Custom.
  5. Enter your desired date.
  6. Click Run report.

But if your meaning to change the date under your company name on the Balance Sheet report, you can do so by changing the To field of your report period.


Additionally, I've got you this helpful article for the steps in saving your report after customizing it: Memorizing a report allows you to save it with its current customization settings.


If you have any other questions aside from generating a report, please let me know in the comments. Stay safe!

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