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Hello there, @jeanne27. Let me help you customize a date when pulling up a report.
In QuickBooks Online (QBO), you can customize the date when creating a report in QBO to access data from recent dates. Here's how to customize the date:
- In the left panel, go to Reports.
- Choose a report in the Find report by name.
- In the Report period, choose Last year or Custom dates to decide what date you're trying to pull up.
See the attached photos below for virtual reference:
On the other hand, you may also see this link as a guide when saving the customization you set in the reports using QBO: Memorize reports in QuickBooks Online.
Let me know if you have additional questions about running reports in QBO. I'm here to assist. Take care!
