Question: When pulling reports, they default to today's date. How can I pull them for the date I want, without having to change the date and recalculate?


Answer:
Set the dates you want and then click the Memorize button. If you’re always pulling the report for the previous week or month, you can set that in the Dates box, so it will always automatically change the dates to the period you’re looking for. 

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Written by Ruth Perryman, MBA, CMA, CFE, CFM

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses nationwide get the most out of QuickBooks and payroll. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Enterprise and Point of Sale.

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