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JaeAnnC
QuickBooks Team

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Thanks for joining this thread, @Anna1172.

 

It's always our priority to address your concerns. However, please specify which troubleshooting you're referring to so we can provide you with a more accurate response.

 

In the meantime, it's important to work closely with your accountant, especially when dealing with transactions from previous years. They have the expertise to handle complex financial data and ensure compliance with accounting standards. Entries from past years can affect your current financial statements and may require adjustments or corrections that should be accurately reflected in your accounting records.

 

Furthermore, you can memorize a report to save its customization settings and easy access for future use.

 

Please know we're here to help you navigate each step when managing reports in QuickBooks Desktop. Just don't hesitate to reach out and we'll respond promptly to your queries. Until next time!

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