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To change date on yearly reports prior to forwarding

1 Comment 1

To change date on yearly reports prior to forwarding

Hello there, tengs3.


Thanks for reaching out to us. 


Are you referring to the memorized reports in QuickBooks Online (QBO)? If so, you can change the date from the Report period. Let me show you how:



I've got you an article to learn more about customizing reports in QBO: How to customize reports.


Just in case you'd want help from a live technical support, feel free to reach them out through the steps below:

  1. Sign in to your QuickBooks Online company.
  2. Click the Help icon in the upper right of the screen.
  3. Select Contact US on the pop-up. 
  4. Enter what you're needing assistance with in the How can we help? field and choose Continue
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Please let me know if you have  follow up questions while working with payroll. I'm always here to help you out.

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