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evanddavidson
May 28, 2020
Solved

Renaming "Profit for the Year" on Balance Sheet

  • May 28, 2020
  • 1 reply
  • 0 views

QBO automatically generates an equity line item on the balance sheet called "Profit for the Year". However, this line item is not associated with a Chart of Accounts account so as far as I can tell there is no way to rename this something else (I would like to call it "Surplus for the Year" for a nonprofit client). Would anyone have any ideas on how this can be done. Thank you

Best answer by mazar

Hello,

 

On reports there's a new feature which allows you to change the names listed on the reports.  This is JUST for display on reports.

 

Picture attached

 

Try that

1 reply

M
mazarAnswer
May 28, 2020

Hello,

 

On reports there's a new feature which allows you to change the names listed on the reports.  This is JUST for display on reports.

 

Picture attached

 

Try that

    E
    evanddavidsonAuthor
    May 28, 2020

    That would be perfect! Are you on a BETA version of QBO? That functionality doesn't seem to be available on mine...

    RenjolynC
    RenjolynC
    May 28, 2020

    Hello there, evanddavidson.

     

    The Edit Title functionality is a newly added feature on the Reports page. If you're unable to see the option, you'll want to reach out to our Customer Care Team to further check your account.

     

    Before doing so, please check our support hours here: Support hours and types. Then, follow these steps:

     

    1. Click the Help icon located in the upper right-hand corner.
    2. In the Help window, click the Contact Us button located at the bottom.
    3. Enter your question and click Let's talk.
    4. Select Start messaging or Get a callback.

    You can always get back to us if you have any additional questions or other concerns. Take care and stay safe.

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