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Replying to:
CamelleT
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Thank you for providing screenshots, phylwith.

 

The This Year to Last Month option in the report period is currently unavailable in the enhanced reporting. That said, I recommend sending your comment to our product engineering team. Here's how:

 

  1. Select the Gear icon, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

In the meantime, a workaround for this is selecting the Custom Dates option so you can enter the start date and end date of the report you want to generate. Here's how:

 

  1. Go to Reports and click +Create new report.
  2. Choose the report type and click Create.
  3. On the Last month dropdown, select Custom dates.
  4. Enter the start and end date.

 

Additionally, check out this article to filter specific accounts or customers and format the layout of your data: Customize reports in QuickBooks Online.

 

Comment below if you have follow-up questions about managing your reports. I'll be here to help you. Take care!

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