Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
FritzF
Moderator

Reply to message

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!

Need to get in touch?

Contact us