Hi there, the client demonstrated his problem to us. It appears that the issue is that the Quickbooks Online Desktop app, when you go to Reports > Company and Financials > Profit and Loss (YTD Comparison).

Under Compare Another Period, it always comes up as Year-to-date being checked. We don't want this, we always want Previous year-to-date checked and to use that when comparing another period. When we generate a report, it works fine. We go to Save customization. However, after we close and reopen the Quickbooks online app, when you go back to Reports > Company and Financials > Profit and Loss (YTD Comparison), the Compare another period reverts back to Year-to-date and the settings do not save.

I showed the client the workaround, but he's an elderly person and really does not want to have to do additional steps if he can help it.

Any assistance with this would be greatly appreciated. Thanks in advance!