Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months

1 reply

Level 9
July 27, 2020

Good question, Rante-J--Ramos.

 

Yes, you can run a report like Balance Sheet and customise the date to show transactions in the past. I'll show you how to do it below:

 

  1. Open a report like Balance Sheet. Go to Reports and enter Balance Sheet on the search field.
  2. From the Report period drop-down, choose Custom.
  3. Then, customise the date next to the Custom option.
  4. Click Run report.

I'm also adding the following article that will guide you in preparing and customising your reports in QuickBooks Online:

Be sure to get back to me if you have follow-up questions. I'm always happy to help. Have a good day!