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Hi there, hr30.
I can help you get the things you want within QuickBooks Online. We'll only have to pull the Profit and Loss report as well as the Balance Sheet report to view your previous financial and accounting record of your business.
The QuickBooks Profit and Loss Report shows your income, expenses, and net profit or loss over a specific period of time. From time to time, we can customize our desired date to generate the data you need. All data recorded in every report are based on what information you've entered within QuickBooks.
To guide you further running the report, please follow these steps:
Make sure to set the previous dates before you run the report. Once done, you can view the balance set for those dates.
Also, you may want to check these articles. Each of them provides more tips and additional information about the cash flow in QBO and how to manage them:
Let me know if you have other questions about reports in the Online product. It'd be my pleasure to assist you more. Keep safe!
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