Month-end Review / Bookkeeping overview

Let me provide some information about the new Month-end Review/Bookkeeping overview in QuickBooks, @bculp818.

You have the option to toggle the date to the previous month in the Bookkeeping overview. Let me walk you through how:

1. Log in to your QuickBooks account.
2. Click the Month-end review tab.
3. Select the pencil icon next to the date.
4. Toggle the date to the previous month. 
   

I've also added this article to guide you more with the new Overview tab in QuickBooks: Client Overview for Accountants.

Let me know if you have other queries. I'll be right here to lend a helping hand. Have a great day ahead. 

Thank you Rubielyn_J  for the response.  I understand how to do this within a particular client through the Month-End Review.  I want to see a different month on my Client Overview Bookkeeping screen. For example, the overview screen is now showing December.  I would still like to see an Overview across all clients for November.  Again, I understand I can do this at the client level, but I want to be able to "toggle" at the Accountant level to see all clients.   Thanks, Brandon

Thank you for reaching back out to the QuickBooks Community, bculp818. I appreciate you for providing more information on the matter. Currently, there isn't a way to make these adjustments. However, I will take note of this and pass this along to our Product Developers. I can see how helpful this would be in running your business. For future updates, I encourage to checkout our blog for the latest news. If you have any questions or concerns, please don't hesitate to let me know by commenting below. Enjoy the rest of your day.