Hello @Wcos2015,
In QuickBooks Enterprise, you'll have to remove some of the default columns in any reports while customizing them. This way, your created custom summary report will only show the data needed within your desired report period.
That said, let's consider pulling up your created report and make sure to remove the checkmark on the Year-To-Date selection. But if you can confirm the selection mentioned is unchecked and your report still shows the YTD transactions, let's fix your report data by following the steps below:
A. To Rebuild Data
- Go to File.
- Click Utilities.
- Select Rebuild Data.
- Click OK.
B. To Verify Data
- Go to File.
- Click Utilities.
- Select Verify Data.
- Click OK.
Additionally, here's an article you can read to learn more about the QuickBooks tools: How to fix data damage on your QuickBooks Desktop company file?
Need help performing any tasks related to your account and company settings, click here to access and browse all articles for QuickBooks products. This reference contains most resources helpful in understanding your reports, financially, and memorizing them, to name a few.
Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!
