Pick the months you're looking at
The period control shows 24 months: click one, drag across several, pick a preset, or choose Custom for any months, quarters or years. The choice stays when you switch page or company.
Steps
Step 1: On Transactions, Reports, Analysis, Schedules or Accounting, find the period control at the top.
Step 2: Click a month, or drag across several. Use ← and → to move, and Shift with an arrow to extend.
Step 3: Or open the period menu and pick This month, Last month, Last 3 months, Last 12 months, This quarter, Last quarter, This year, Last year or Year to date.
Step 4: For anything else, choose Custom, pick Month, Quarter or Year, click the first and the last, and press Set. Nothing changes until you press Set.
Step 5: Press ‹ or › beside the menu to move by the period's own length: a quarter moves a quarter, 3 months move 3 months.
Good to know
- Companies whose fiscal year doesn't start in January see This fiscal year, Last fiscal year and Fiscal year to date.
- Home uses the same menu without the month strip.