Sometimes when an accountant using QuickBooks Online Accountant opens a report, it’s possible that their report doesn’t match the same default report that the client is running. Find out why this happens, and how to fix it.
Why does this happen?
There are typically two reasons for why this happens:
- The accountant's reports are displaying in a different Basis than that of the client. For example, the default Balance Sheet that the client opened is in Cash Basis, while the same report that the Accountant opened is in Accrual Basis.
- The default date range that the client sees doesn’t match the date range that the Accountant sees when opening the exact same report.
Excluding Payroll reports, QuickBooks Online Accountant has a Report and Tool Defaults feature within the Accountant Toolbox that allows for accountants to set their own report defaults while disregarding those set by the client. This is intended to allow the accountant to quickly review reports in a specific timeline without having to individually set the criteria for each report that they open.
How to fix it
To correct this, you can do either of the following:
- Manually change the settings on the report to match those of the client.
- Change the Report and Tool Defaults in the Accountant Toolbox to match those of your client.