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Level 2

Financial Statements

I have a client that just want me to prepare  year-to-date financial statements (balance sheet /P&L). Is this something I do in QB Online without them being setup as a monthly client?

3 Comments 3
Community Champion

Financial Statements

Hello @srhliving:


If they give you accountant access, you can.  Or you could use Zoom and log in with them and show them how to access their reports.



Not applicable

Financial Statements

Hey @srhliving


Sounds like your client just wants to hand you everything at the end of the year and do the accounting in one go? Do you find this process goes fairly smoothly compared to meeting on a semi-regular basis? 

It might be worth having a conversation with them about whether there's an advantage to meeting a few times a year, rather than waiting to do everything at the last minute. 

Level 1

Financial Statements

That is actually possible as long as someone from your client inputting the today to day transaction. You can always get a report from it and reconcile everything for the year transaction. 

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