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February 21, 2023
Question

In workpapers how do I change the P&L and Balance sheet to report in cash not accural?

  • February 21, 2023
  • 1 reply
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1 reply

February 21, 2023

I know how to do it, ewc-suzi.

 

You can monitor a client's accounts with Workpapers from a single dashboard. Changing the accounting method makes your review easier. 

 

Here's how:

 

  1. From the Workpapers tab, click the Edit pencil icon next to the accounting method.
  2. Toggle it between Cash and Accrual.

 

Additionally, you can read this link to guide you on reviewing your client's books: Review your clients' books in QuickBooks Online Accountant.

 

You can go back to this thread if you have additional questions. Have a great day.