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kelleherk
Level 2

I set a Report Default date to YTD in the Report Tools in QBOA. But when I go into the Chart of Accounts and run a Quick Report on one of the accounts using past 90 days.

 
1 Comment 1
Angelyn_T
QuickBooks Team

I set a Report Default date to YTD in the Report Tools in QBOA. But when I go into the Chart of Accounts and run a Quick Report on one of the accounts using past 90 days.

Hello there, @kelleherk.

 

Thank you for posting here in the Community. I'm here to help share information about running a quick report on one of the accounts in the chart of accounts.

 

Once you set up a report date range under the Report Tools, all of the reports and tools except payroll, which is a separate product will default to the date you've set up. However, when running a quick report of the accounts in the Chart of Accounts, the report period was defaulted to Since 90 Days Ago.

 

If you wish the report period on the Account QuickReport be defaulted to the report default date set up, I suggest sending product requests/feedback straight to our product engineers for future updates.

 

You can also check this article for additional reference: Set a default date range.

 

Let me know if you have any other questions about running reports in QuickBooks Online, I'm always here to help. Wishing you the best!

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