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jwongsee
July 2, 2023
Solved

Notes to the Financials

Hello everyone,

 

I'm preparing financials for the 2021 Year..

Can someone please tell me how I can show the note to the financials?

The 2020 year shows the notes but the 2021 does not?

 

thank you

James

IntuitSheilaAnswer
Level 4
July 2, 2023

Hi jwongsee,

 

Thanks for getting back to us. 

 

Let's use the following steps below to help you customise the notes for the report. Here's how:

 

  1. Click on the Reports tab.
  2. Select Management Reports, then in the Actions column for the SPFR, select the drop-down arrow icon.
  3. Select Edit.
  4. You can edit any of the pages in the SPFR; Select Preliminary pages on the left side of the screen to edit the Compilation Report and the Director's Declaration. 

If this is not what you mean, I would recommend checking in with our Customer Care Team. That way, they can further help check your account in a secure form.

 

As an added guide you can also check this link for more comprehensive information: End of Financial Year | FAQ and Resource Hub.

Keep me posted if you have other concerns or questions. I'll get back to help you the best that I can.

View in thread

3 replies

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
July 2, 2023

Hello, @jwongsee.

 

Can you tell me more about the financials that you're referring to? That will surely help us provide an accurate solution to the concern that you're having.

 

You can click the Reply button below to add more details.

 

I'm looking forward to hearing from you soon! Take care and have a wonderful day!

jwongseeAuthor
July 2, 2023

thanks...MJOY

I'm using Quickbooks online accountant

I choose

- reports option

 - management reports

 - SPFR Company

  - enter the dates 

Perhaps it may be may settings but I did not touch any settings to produce the financials.

 

thanks

 

James

 

IntuitSheilaAnswer
Level 4
July 2, 2023

Hi jwongsee,

 

Thanks for getting back to us. 

 

Let's use the following steps below to help you customise the notes for the report. Here's how:

 

  1. Click on the Reports tab.
  2. Select Management Reports, then in the Actions column for the SPFR, select the drop-down arrow icon.
  3. Select Edit.
  4. You can edit any of the pages in the SPFR; Select Preliminary pages on the left side of the screen to edit the Compilation Report and the Director's Declaration. 

If this is not what you mean, I would recommend checking in with our Customer Care Team. That way, they can further help check your account in a secure form.

 

As an added guide you can also check this link for more comprehensive information: End of Financial Year | FAQ and Resource Hub.

Keep me posted if you have other concerns or questions. I'll get back to help you the best that I can.

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