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N
Norma Galan
January 3, 2024
Question

Hoja de Balance

  • January 3, 2024
  • 1 reply
  • 0 views

Buenos dias

Al ejecutar la hoja de balance se observa que todas las cuentas sean estas de activo o pasivo, muestran saldo inicial (el cual es saldo final del periodo anterior), habrá una manera que no muestre este saldo inicial y solo presente los datos que estan registrados en el perido actual?

1 reply

K
KimberlyS
January 3, 2024

Te agradezco que compartas tu inquietud en este foro, @arkvalleyinfo.

 

Me complace compartir algunas ideas sobre el saldo inicial presentado en sus balances.

 

En Quickbooks Online, puede ejecutar un informe de balance para tener una instantánea financiera de su empresa. Es un informe acumulativo que lleva el saldo inicial.

 

Significa que el saldo inicial es parte del incumplimiento. Con esto, no es posible eliminar esta información y solo mostrar los datos registrados en el período actual.

 

Es posible que desee revisar este material para obtener más información sobre este informe: Ejecute un informe de balance general en QuickBooks Online.

 

Por otro lado, personalizar este informe le ayudará a mostrar información específica, como cuentas o clientes, y a encontrar detalles particulares en el lugar correcto mediante el formato del diseño.

 

No dude en actualizarnos en el hilo si tiene preguntas adicionales sobre los informes del balance general u otras inquietudes relacionadas en QuickBooks Online. Siempre estamos aquí para echar una mano.

 

Descargo de responsabilidad: recuerde que estoy utilizando una herramienta de traducción para ayudarme a comprender y proporcionar la información anterior en español.

 

I appreciate you sharing your concern in this forum, @arkvalleyinfo.

 

I'm pleased to discuss some insights about the initial balance presented on your balance sheets.

 

In QuickBooks Online, you can run a Balance Sheet report to have a financial snapshot of your company. It's a cumulative report that carries the initial balance.

 

It means that the opening balance is part of the default. With this, it isn't possible to delete this information and only display the data recorded in the current period.

 

You might want to review this material for more information about this report: Run a Balance Sheet report in QuickBooks Online.

 

On the other hand, customizing this report will help you display specific information like accounts or customers and find particular details in the right place by layout formatting.

 

Don't hesitate to update us in the thread if you have additional questions regarding balance sheet reports or other related concerns in QuickBooks Online. We're always here to lend a hand.

 

Disclaimer: Please be reminded that I'm using a translator tool to help understand and provide the information above in Spanish.

N
Norma GalanAuthor
January 3, 2024

En ese caso es imposible obtener un estado de resultado sin saldos acumulativos?

R
rvrfrf
January 3, 2024

Thanks for following up with the Community, Norma Galan.

 

Your Retained Earnings account  shows the total of a company's income and expenses from all previous years. When a new fiscal year begins, QuickBooks automatically adds your net income from the previous fiscal year to the Balance Sheet as Retained Earnings.

 

Your Retained Earnings account is a rollover of all previous fiscal years. For this reason, you can't select Retained Earnings from the Balance Sheet to view details.

 

QuickBooks automatically and electronically swaps funds from your net income or loss into the account and doesn't record any visible transactions for it.

 

I can certainly understand how an ability to obtain an income statement without cumulative balances could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

I've also included a detailed resource about working with your retained earnings account which may come in handy moving forward: View Retained Earnings account details

 

If there's any additional questions, I'm just a post away. Have a lovely Wednesday!

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