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Discover the updated GST rates in QuickBooks Online Singapore Find out more

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Replying to:
katherinejoyceO
QuickBooks Team

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I appreciate you for coming back with more detailed information on your concern and what you've been trying to achieve, @ohs88.

 

I understand that you're changing your company operation setup from fiscal year to the calendar year. To clarify, you can follow the steps suggested by my peer @JamesDuanT in setting up your company information but use January as the first month of the year instead of December so you'll have January to December reporting. 

 

To answer your question, yes, the Balance Sheet should show YTD amounts. In fact, it would show you now the correct data when you run the report for the Calendar year (from January 1 - to December 31) after setting up your company info correctly. 

 

For future reference, read through our help article: Customize reports in QuickBooks Desktop. It helps you learn about how to use filters to specify whatever you want to display in your reports.  

 

Let me know if you need anything else or if you have other questions. I'll be here to help.

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