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robbiepotenza-gm
Level 1

SHOULD I START WITH CURRENT YEAR AND THEN DO PRIOR YEAR?

SHOULD I START WITH CURRENT YEAR AND THEN DO PRIOR YEAR?
1 Comment 1
Angelyn_T
QuickBooks Team

SHOULD I START WITH CURRENT YEAR AND THEN DO PRIOR YEAR?

I'm here to take care of your concern today, Robbie.

 

To give you the right amount of information, may I know what specific task you're working on? This way, I can gather enough resources and share with you the right amount of information.

 

If you're trying to do reconciliation, please make sure to reconcile the prior period first before proceeding to the current one. This way, you can keep your books and balances accurate. To learn more about the process, you can open this article: Reconcile an account in QuickBooks Online.

 

On the other hand, if you're trying to create a year to date comparison of your report, then you can start either way. I'm adding this link as your reference in handling your QuickBooks reports: How to Customize Financial Reports in QuickBooks Online.

 

For more tips, while working with QuickBooks, you can also check out our QBO help articles: Help articles and other related resources for QuickBooks Online.

 

Please feel free to leave a comment below if you have any other questions or if you're referring to something else. I'm more than happy to provide additional assistance. Keep safe!