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acloserlooktax
Level 1

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

 
1 Comment 1
lynda
Community Champion

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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