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Replying to:
JenoP
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Joining the thread to help with your question about reports in QuickBooks Desktop, BrittanySM.

 

For now, there's no option to customize the Balance Sheet report to only show the data for a specific month. Although you can select a date, it will show a cumulative amount from the moment you started using QuickBooks.

 

I'd suggest sending a feature request about this. Your valuable input and product suggestions will be sent directly to our product engineers. Here's how:

 

  1. Go to the Help menu inside QuickBooks and look for Send Feedback Online.
  2. Select Product Suggestion.
  3. Enter all required details and click Send Feedback.

 

I'd also like to share these additional articles just in case you might need them in the future while running reports in QuickBooks:

 

 

Add a reply below or reach out to us anytime you need anything else when working in QuickBooks. We're always here to help and guide you. 

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