General - Financial Reporting

Unlock: Revert the Financial Report to "Draft" status
To make changes to a completed or published financial report by returning it to "Draft" status, follow these steps: 1. Locate the Lock Icon Scro...
Thu, 12 Jun, 2025 at 3:01 PM
Token is Invalid
Prompt: Guidance: Remove import connection and re-connect it back.  Illustration: For MYOB import, navigate to client's "Settings > Import&q...
Mon, 4 Aug, 2025 at 1:24 PM
Show Cents in Amount
In order for the cents amount to be visible via Finacnial report. Make sure to tick "Show cents in amounts" via Settings See below compa...
Fri, 26 Sep, 2025 at 8:22 AM
Financial Report "Income Tax Expense"
If you are preparing a financial report for a Company entity, then by default, you can find the Income Tax Expense line item in the "Statement of Chang...
Wed, 15 Oct, 2025 at 8:15 AM
"Undo" button
The Undo function is available only during the current browser tab session. Once the tab is closed, the action can no longer be undone.
Wed, 22 Oct, 2025 at 8:01 AM
Grouping Asset Line Items in the Financial Statement
Case: You want to group asset line items (e.g., Motor Vehicles) in the Statement of Financial Position, but your QuickBooks Chart of Accounts has separate a...
Thu, 30 Oct, 2025 at 11:45 AM