To locate the reports you need, follow these steps:

  • Open Quickbooks

  • Click Reports

  • Click P&L or Balance Sheet

  • Input custom time frame: 12/1/2021 to Present

  • Under "Display Columns by" select Months

  • Under "Accounting Method" select Accrual

  • Click Run Report

  • Click the Export Button in the Table that is generated and click export to excel

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