Report for calendar year over 2 fiscal years

We appreciate you sharing the steps you've performed to build the report you need, JackMart. 

Let me help and provide some alternate solutions so you can run a report that shows the income versus the expense totals. We can export the report to Excel and manually combine the data to get the information mentioned above, or run the Profit and Loss report and tailor it to yield the specifics that are important to your company. 

Before we begin, let's download the latest maintenance release of your QuickBooks to resolve any errors and apply critical fixes. Here's how:

1. In your company file, tap the Help menu at the top bar and choose Update QuickBooks Desktop. 
2. Head to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
3. Click the Get Updates button and then press OK to continue.
4. Once done, close and reopen your QuickBooks to kick off the installation.

After that, launch the quick report and enter the correct date ( January 1). Then, export it to Excel and manually combine the data. 

You can also open the Profit and Loss report and filter the data to show only the totals. From there, you'll see the total for each income and expense category type. Let me walk you through the process of customizing the financial statement: 

1. Head to the Reports menu at the top bar to choose Company & Financial and Profit & Loss Standard.
2. Press the Dates drop-down and select Custom.
3. Enter the date in the From and To fields.
4. Click the Show Columns drop-down and choose Total only and Sort by Total.
5. Tap the Refresh button for the changes to take effect.

Here's an article that goes over the features and tasks you can do with your reports: Customize reports in QuickBooks Desktop. It includes a video tutorial for visual guidance as well as comprehensive instructions on how to carry out the steps.

Additionally, you can make use of these checklists to assist you in preparing your year-end tax filings, form submissions, and other accounting-related tasks:

• Year-end guide for QuickBooks Desktop
• QuickBooks Desktop Payroll

Keep me posted below if you require additional assistance running reports or have other QuickBooks concerns. Please know that I'm only a few clicks away for help. Enjoy your day, JackMart.