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

Once your reports are memorized, monthly updates are fast: update the ending date, export, and upload into BizVisualizer.

Update P&L Totals (and P&L by Class)​

  1. Open the memorized P&L report
  2. Update the To Date to the end of the next month (e.g., from 1/31/2026 to 2/28/2026)
  3. Refresh the report (Tab / Refresh)
  4. Export to Excel/CSV
  5. Save with a filename that includes the new ending month (recommended)

If prompted when memorizing, you can Replace to keep the memorized report current.

Update Balance Sheet​

danger

Do not update the Balance Sheet date on the main report screen. It can unintentionally change the range.

Instead:

  1. Open the memorized Balance Sheet report
  2. Click Customize Report
  3. Confirm the From Date stayed the same
  4. Update the To Date
  5. Click OK
  6. Export to Excel/CSV and save

Proceed to the next lesson to learn how to group the reports and update the ending dates much faster.