It's nice to see you in the Community today, @ramongalo. I can help you correct the year-end date for your management reports in QuickBooks Online (QBO).
In QBO, you can customise your reports to enter a specific reporting period. That way, QuickBooks can accurately capture the data you need for your business. I'll gladly input the steps below so you can proceed to complete your tasks. To begin, here's how:
- Access your QuickBooks Online company.
- On the left navigational bar, go to the Reports tab.
- Click the Management report section.
- In the Report Period column, click the dropdown arrow and then select Custom.
- Enter the correct date.
You'll then click View in the Action column to verify if the reporting period you entered was able to reflect the data that you need for your business.
For more information about customizing a report in QBO, you can visit this article: Customise reports in QuickBooks Online.
Additionally, here's an article in case you'd like to send reports by email on a recurring schedule in QBO: Set schedule and email information for a memorised report.
You can also visit this page about exporting reports outside QuickBooks: Export data, reports, lists, and more from QuickBooks Online.
@ramongalo, should you need further assistance managing reports in QuickBooks? Our door is open 24/7, and you can post here again. I'll make sure to get back to you and lend you a hand. Take care, and have a good one!
