cancel
Showing results for 
Search instead for 
Did you mean: 
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

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us