how to report calendar year in Dividends paid section of Balance sheet. The account currently reflects complete history

693 · ‎January 23, 2019

In the dividends paid account in the equity section of the Balance sheet. How do I change the date format to the calendar year. It currently reports the complete history of payments paid

Anonymous · ‎January 23, 2019

Thanks for checking this with the Community, 693,

I can share some information about how QuickBooks reports work.

The data shown in the Balance Sheet and all other QuickBooks forms is based on the period you selected on the report. If you'd like to view this calendar year's data, you may follow the steps below:

Go to the Reports tab.
Select Company & Financial.
Choose Balance Sheet Standard.
Click the Dates drop-down and select This Fiscal Year or enter a custom date on the As of field.
Click Refresh to update the report.

That should do the trick, 693. You may want to check this article to know more about report customization in QuickBooks Desktop: Customize reports in QuickBooks Desktop

Please let me know if you need further assistance. I'm always around to help you whenever you needed me. Have a good day!

693 · ‎January 26, 2019

I use Quicken 2016 and there is no refresh tab that I can find . Can you suggest another solution? Remember that the only issue is with Dividends paid. Prior to this year I never had this problem has there been some upgrade that might have caused this.

FritzF · ‎January 26, 2019

Thanks for getting back to us, @693.

I appreciate you following the steps provided by my colleague. Allow me to chime in for a moment and make sure that you'll get the help that you need.

To get help with your Quicken concern, I highly recommend posting this question their forum to get assistance from one of the Quicken Support Team. There they can guide you through the process and ensure that you can complete your work.

Here's the link: https://www.quicken.com/support#contact-support.

That should point you in the right direction. Please feel free to let me know if you need QuickBooks help. Take care and have a great weekend.

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how to report calendar year in Dividends paid section of Balance sheet. The account currently reflects complete history