Skip to main content

QBO: Monthly Update (Advance Dates, Export, Upload)

Once your reports are saved, monthly updates are simply: update the To date, save, export.

Step 1: Go to your BizVisualizer custom reports​

  1. Open Reports → Custom Reports
  2. Open your BizVisualizer group (or whatever you named it)
  3. Click the first report in the list (Balance Sheet, P&L Totals, then each Class report)

Step 2: Advance the To date​

Update the To date to the end of the next month (e.g., 1/31/2026 → 2/28/2026).

tip

If you ever feel like you’re analyzing too much history in BizVisualizer, you can move the From date forward. Most users don’t need to.

Step 3: Save the report and export​

  1. Click Save
  2. Export to Excel
  3. Save the file with a clear filename (include the new ending month)

Repeat for each report in your group.

Step 4: QBO Balance Sheet reminder​

After exporting the Balance Sheet, don’t forget: