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Hello there, Steve.
We'd be glad to assist you in achieving your goal. To ensure we provide the most accurate solution, could you share more details about the help you need? Additionally, if possible, including screenshots of the area in QuickBooks Online (QBO) where you’re having trouble locating the information would help us understand your situation better and guide you more effectively.
If you need to view your data, you can pull up a report and make sure you've set the correct date range. To do this, here's how:
- Go to the Reports menu.
- In the Standard reports tab, search for the report you want to pull up in the Type report name here field.
- Set the Report period and customise the report if necessary.
Looking forward to working with you again, Steve. Please feel free to reach out if you have any further questions or clarifications. We're always here to help.