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Is it possible to get the last reports such as year to date and PNL from before I closed the bank account?

 
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Is it possible to get the last reports such as year to date and PNL from before I closed the bank account?

Thanks for dropping by to the Community, @s-leeandra,

 

Yes, you can definitely pull up previous and current year reports in QuickBooks Self-Employed. You can use Custom date option to assign the period you want to see or review. Here's how:

 

  1. Go to the Reports menu and select Profit and loss.
  2. On the drop-down, choose Custom date then enter the report period you want.
  3. Press Apply then hit the View link.

For other reports, you can use the Tax Year to view the details from that period.

 

To learn more about managing reports and year-end forms, see this article: Manage taxes and forms with QuickBooks Self-Employed FAQ

 

If you have any questions or need additional help with anything in QuickBooks, comment down below. I'm always here to help you. Have a lovely day!

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