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June 2, 2025
Question

Quickbooks Online - can I run a Product/Service List Report as of a certain date? For example can I run this report today for a fiscal year date of Apr 30.

  • June 2, 2025
  • 1 reply
  • 2 views
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1 reply

Level 1
June 2, 2025

 Yes, you can run the Product/Service List report as of a certain date by using the date filters, Sharon.

 

The default Product/Service List report only shows the products and service items in your QBO account since the beginning. However, you can filter the report to only show products/services for a fiscal year of April 30. Here's how:

 

  1. On the left menu, head to Reports and open Product/Service List.
  2. Click the Filter button.
  3. Select the Created On filter and choose a custom or specific date you prefer.

 

After filtering the report, you can also consider saving it so you can access it easily in the future.

 

Feel free to leave a reply if you have additional concerns about QuickBooks Online. We're always ready to assist you.