Account management

Thanks for joining this conversation, @Danny W,

Yes, there is! When setting up a customized report, all you need to do is to change the Report Period to Last Month before saving it in QuickBooks Online (QBO). After that, you can quickly run the same report in the future.

To learn more about the process, consider checking out this article and proceed to Step 3: Manage your custom reports section: Customize reports in QuickBooks Online.

Please know that I'm only a post away if you have any other questions or concerns. I'll be here to answer them. Have a wonderful day!