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acloserlooktax
Level 1
posted
‎December 26, 2018 07:04 AM
last updated ‎December 26, 2018 7:04 AM

How do I change the report period on my balance sheet so that it permanently is Year-to-date instead of Last Month?

 
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1 Comment 1
lynda
Community Champion
Community Champion
‎December 26, 2018 07:26 AM

How do I change the report period on my balance sheet so that it permanently is Year-to-date instead of Last Month?

Hello @acloserlooktax:

 

If you have the Accountant's version of QB, you can use the report tools in your accountant toolbox to set that.

 

If you are using the regular qbo, then you can make your report recurring.

 

Lynda

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