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C
Camille43081
April 19, 2024
Question

Report Names Changed

  • April 19, 2024
  • 2 replies
  • 0 views

We recently noticed that the reports for our Non-Profits changed from "Profit & Loss" and "Balance Sheet" to "Statement of Activity" and "Statement of Financial Position", and our "Invoices" now show as "Pledges".  We are a non-profit business league 501(c)6 that files a 990.  I understand that as a non-profit, the "new" names are technically correct, however, this is confusing to my board of directors who are accustomed to Profit & Loss and Balance Sheet.  Is there a way to change them back, without changing our tax form to something other than a 990?

2 replies

MJoy_D
MJoy_D
April 20, 2024

Yes, it's possible to update the name of the report without changing your tax form, @Camille43081.

 

You can go to the report to edit the name from Statement of Financial Position to Balance Sheet. 

 

Here's how:

 

  1. Run the Profit and Loss report or any report from the Reports menu.
  2. Double-click the name of the report and then change it,
  3. Click anywhere within the page once you're done to save the changes.

 

You can also update the default titles used in reports for your company for the Assets, Current Assets, Accounts Receivable, and many more. 

 

Refer to the following article for more information about generating, printing, emailing, and exporting reports: Run reports in QuickBooks Online. 

 

Here's also how you can apply multiple filters to add all the information you need in your report: Customize reports in QuickBooks Online. 

 

Let me know if you need more help with your reports or anything else. I'm always here to answer them for you. Have a great rest of the day!

C
Camille43081Author
April 21, 2024

I will take a look, but I doubt this solves my issue. I know you can change the title of a report - I want them to read Profit & Loss, Balance Sheet, etc on the menu where you run the report.  We are a volunteer run organization, and my 19 chapters are all very confused on where to find the correct reports.

C
Camille43081Author
April 21, 2024

I’ve tried replying several times, sorry if you see multiples.

I will take a look at your suggestion, but I think that only changes the title on that particular instance of a report.  I need the names in the reporting menu to be “Profit & Loss”, “Balance Sheet”, etc.  My 19 chapters that are running these reports are confused with the new names.

S
SheandL
April 21, 2024

Hi, Camille. I recognize the significance of changing the names of these reports to avoid confusion. I'm here to share some valuable information about this.

 

Yes, you're right. When you change to a non-profit company type in QuickBooks Online, certain labels may change, you can check this article for reference and additional information: Configure an account for a nonprofit organization.

 

As of now, there isn't a direct way to change a report's name from the Report's menu. In the meantime, you can follow the workaround provided by my colleague above. You can consider changing its title to your preference and then view it from the Custom report section. I'll show you how.

 

  1. Go to Reports.
  2. Select the report you want to customize.
  3. Click the three-dotted menu, then select Customize.
  4. Double-click the its title.
  5. Head to Save customization, then Save.

 

After this, you'll see this report with the new name attached to it in the Custom report. From there on, you can choose to export it as a PDF or an Excel file.

 

In case you want to keep tabs on the fund donations you received from your donors, you can check out this article for guidance: Track funds you receive from donors in QuickBooks Online.

 

I'll ensure to answer your needs about modifying the title's name from the report's menu. Don't hesitate to reply to this post if you have one.

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