Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
DebSheenD
QuickBooks Team

Reply to message

I've got your back, @tinahsueh1

 

You can change the dates of the Balance Sheet report by customizing it in QuickBooks Online (QBO).

 

Here's how:
 

  1. Go to the Reports menu.
  2. Scroll down to the Business Overview section and click Balance Sheet to open the report. 
  3. Click Customize.
  4. Under Report period, select This Year.
  5. Then, hit Run report.


I'd recommend exporting it to Excel to filter the data or date to show in the report.
For additional information on how you can customize a report to focus on the details you want to see and how to view date ranges side-by-side in reports, you can refer to the articles below.

 

 

You can also memorize a report to allow you save current customization settings.

 

Please get back to us here if you have other questions about generating reports in QuickBooks. I'm just a post away. Take care!

Need to get in touch?

Contact us