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lisa jm53
December 10, 2024
Question

Report Cash Basis

  • December 10, 2024
  • 1 reply
  • 0 views

I have set my Companies preference that Reports be run in cash basis.  

When I run a Profit and Loss or a Balance Sheet "Standard" the report runs correctly under Cash basis.  When I run the Profit and Loss or Balance Sheet "Detailed" the report runs incorrectly under Accrual basis. 

Anyone having this same issue? Is there a fix/explanation for this?

1 reply

Tori B
Tori B
December 10, 2024

Good morning, @lisa jm53.

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a great day so far. 

 

When you change your preferences to Cash basis, all Company and financial reports will default to Cash basis except the Details reports (Profit & Loss Detail, Income by Customer Detail, and Balance Sheet Detail).

 

I understand how beneficial it is to have all reports show on a cash basis for you and your business. Since this isn't an option for all reports in QuickBooks Desktop, I will personally submit this feedback directly to our Product Development team for consideration in future updates.

 

QuickBooks is constantly evolving and I can assure you that our customer's voice does matter. I encourage you to submit feedback as well. Here's how:

 

1. At the top menu bar, go to Help, then choose Send Feedback Online.
2. Enter your request/product suggestion, then select Next.
3. Tap on Skip, then send a message, and choose Feedback as the Category.

 

Please don't hesitate to let me know if you have any additional questions or concerns. Have a good one! 

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