Welcome to the Community space, @EZ6.
Reviewing the reporting date and accounting method when running a Profit and Loss Report in QuickBooks Online (QBO) is essential. Doing this will help you ensure accurate financial reporting.
Let me guide you on how to change your reporting date. Here's how:
- Go to Reports.
- Select the Profit and Loss report.
- Select Customize.
- From the report period dropdown, select your preferred report period.
- Set the accounting method to either "Accrual" or "Cash."
- Click the Filter.
- From the Distribution Account dropdown, choose All Income/Expense Accounts.
- Select Run report.
If you're still having trouble, you may want to try using a private browser. Here are some keyboard shortcuts you can use:
- Ctrl + Shift + N for Google Chrome
- Ctrl + Shift + P for Firefox
- Control + Option +P if you're using Safari.
- Ctrl + Shift + P for Microsoft Edge.
Additionally, I recommend clearing your cache. This allows you to refresh the website preferences, which may be causing problems when using QBO.
Check out these articles to track your financial standing and learn how customization works in QBO:
Feel free to reach out anytime if you need help in managing and running your reports in QBO. We're always around to lend a hand. Keep safe!
