In the new modern view the system ignores our actual financial year and inserts the fiscal year instead which is of absolutely no use. Why do our settings not carry over?

It's important that your system works exactly the way you need it to, particularly with crucial elements like your financial settings, Hayley4. I'll direct you to our Live Support Team to help resolve your issue and ensure you can run reports with the actual financial year settings.

Here's how:

1. Go to the Help menu.
2. From the Search tab, select any article.
3. Click Contact Us.
4. Pick a topic or enter your concern, then select Continue.
5. Choose Chat with us or Have us call you.

For more details about the support schedule, please see the article: QuickBooks Online Support.

In the meantime, to ensure accuracy while generating the report, I recommend manually inputting the specific date for your report. This extra step will help prevent any discrepancies and ensure that the data accurately reflects the intended period for your analysis.

Once you're able to run your report accurately, you can use these resources as a future reference for memorising and exporting reports in QuickBooks:
 

• Save a customised report in Quickbooks Online
• Export your QuickBooks Online data

If you have any questions or need additional help managing reports, please don't hesitate to use the Reply button below. The Community is always here to respond promptly.