I'm here to help you correct the dates of your report, Isaiah.
The Statement of Activity Comparison (SOA) report for the previous period includes the period before the current month shown in your original SOA report, which is why January and February are displayed. To set it for February only, you need to customize the date in your previous period (PP) comparison report and save the changes.
Here's how to do it:
- From the left panel, choose the Report menu.
- Choose the Custom Report, then open the SOA comparison (previous period) report.
- Change the Report period dropdown to Custom dates and select dates from Feb 1-Feb 28.
- Click the Save button in the upper right corner of the page.
- Then, review your PP report.
Check out this article for guidance on customizing the report and other changes you can make: Customize reports in QuickBooks Online.
When you'd like to combine multiple reports, add notes and more. Refer to this helpful article for steps: Management reports in QuickBooks Online.
Additionally, whenever you need assistance with the task process or guidance on what to do next, feel free to collaborate with our QuickBooks Live Expert Assisted team. These specialized professionals can help you with anything you need for your business.
Don't hesitate to reach us again if you have other questions or inquiries about modifying reports.