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ilahondakalna
Level 1

How do I separate years in QB

 
1 Comment 1
Catherine_B
QuickBooks Team

How do I separate years in QB

I can help you pull up reports that will help separate your books each year, ilahondakalna.

 

Are you running a specific report and wanted to pull it up per year? If you're currently pulling up the Profit and Loss report, you can display the columns by fiscal or calendar year. Let me show you how: 

 

  1. Click Reports.
  2. Select Profit and Loss under the Business overview section.
  3. Under the Display column by drop-down select Fiscal or Calendar year. 
  4. Click Run report.

If you want to customize the report more and on how to manage them, you can click here.

 

You can always mention me in your reply if you're referring to something else. I'll be here to help you. Take care!