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someoneserious12
Level 1

How to change year to 2023 so i can do report

need step to do
1 Comment 1
Sherrie_F
QuickBooks Team

How to change year to 2023 so i can do report

Hello there, @someoneserious12.

 

I'm here to ensure you can change the date to a specific year in QuickBooks Online (QBO).

 

Firstly, we can locate the Reports tab and pull up the Custom Summary Report.

 

Here's how:

 

  1. On the left navigational panel, look for Reports.
    Capturexxxxx.PNG
  2. In the Find report by name, search the Custom Summary Report.
    Capturex.PNG
  3. Under Report period, choose Custom.
    Capturexx.PNG
  4. Make some adjustments to change the year.
    Capturexxx.PNG
  5. Once done, click Save Customization.
    Capturexxxx.PNG

     

Moreover, if you want to pull up a different report, you can still go back to the Reports tab and search for the report that perfectly suits your interest.

 

Furthermore, I've added an article you can browse for you to be able to categorize data from different locations, offices, regions, outlets, or departments: Set up and use location tracking in QuickBooks Online.

 

Let me know if you still have further queries running a report, know that I'd be glad to assist. Stay safe.

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