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Rante-J--Ramos
Level 1

Can I run a report, say a Balance Sheet, pertaining to a specific date in the past? How?

 
1 Comment 1
Charies_M
Moderator

Can I run a report, say a Balance Sheet, pertaining to a specific date in the past? How?

Good question, Rante-J--Ramos.

 

Yes, you can run a report like Balance Sheet and customise the date to show transactions in the past. I'll show you how to do it below:

 

  1. Open a report like Balance Sheet. Go to Reports and enter Balance Sheet on the search field.
  2. From the Report period drop-down, choose Custom.
  3. Then, customise the date next to the Custom option.
  4. Click Run report.

I'm also adding the following article that will guide you in preparing and customising your reports in QuickBooks Online:

Be sure to get back to me if you have follow-up questions. I'm always happy to help. Have a good day!