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Replying to:
Maybelle_S
QuickBooks Team

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I can help you run a report, gounden.

 

In QuickBooks Online (QBO), you can create a custom report for a 14-month financial period.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type what financial reports you want to run.
  3. Click the Report period drop-down arrow and choose Custom.
  4. Enter the date you want to filter.
  5. Hit Run report.

 

To learn a bunch of ways to run and personalise your data, refer to these articles:

 

 

If you want to export your report to Microsoft Excel in the future, here's a detailed guide you can check: Export your reports to Excel from QuickBooks Online.

 

Please let me know if you need further assistance with running your reports in the way your business needs. I'm always here to assist. Have a wonderful day.