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Hello, @2crogers-pacbell.
It's possible to enter back-dated transactions in QuickBooks Online (QBO). I'm here to share some details about this.
If the transaction date is on or before your company's closing date, it will impact your records. You’ll see a warning message when you attempt to save these date adjustments.
To enter the data, select an income or expense transaction by clicking the +New button and then change the date to January.
Moreover, I'll leave this useful guide that you can visit and read if you want to learn about memorizing reports: Memorize reports in QuickBooks Online.
Let us know if you have further questions about adjusting your reports. We'll be right here to help you at any time.
