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Replying to:
jamespaul
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Hello, Thebookkeeper. 

 

I'll give some details about the missing Custom Period option on your report. 

 

It looks like kimtudor is using QuickBooks Online. If you're using this version, you'll want to edit the Report period dates first or set it to Custom as mentioned by Kim. 

 

period1.PNG

 

The Custom Period option under the Compare another period drop-down menu will appear. 

 

However, are you using QuickBooks Desktop? This version doesn't have the Compare another period menu with the Custom Period option like in QuickBooks Online. 

 

Do you need to pull up a specific date range like what cassidyliz needs? QuickBooks Desktop will always cover all date ranges if you set a custom period. So, we're unable to exclude 2020 if we run the report through 2019-2021. 

 

Though, you have the option to pull up the 2019 and 2021 data separately. My colleague has provided the steps to help you do it. Click this permalink to go to their solution: Permalink

 

Do you need to add your bank transactions after getting the data you need? Check these articles if you need a guide or two: 

 

 

If you'd like to run other reports or if you need to do a specific process in QuickBooks, please let me know. I'd be glad to lend a helping hand again. 

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