Balance Sheet and P&L for non profit company

Hello, @SanzBoys.

I'd be glad to provide some information so you're able to get your non profit company reports in QuickBooks Online (QBO).

Your company has a different name on the report. The P&L report for non-profit company is name as the Statement of Activity while the Balance Sheet show as Statemen of Financial Position.

Here's a sample screenshot for you:

Let me share this article that has information on how to customize reports and set multiple filters: Customize reports in QuickBooks Online. It also contains recommended custom reports.

Feel free to visit our QuickBooks Online learning guides for tutorials and webinars about the product.

If you have follow-up questions about managing non-profit reports in QBO, please let me know by adding a comment below. I'm always here to help. Have a good one!

I have my client company settings set to Non Profit form 990 however their reports are still titled Profit and Loss and Balance Sheet,

Thanks for joining this conversation, StrykerIntegreity.

I'm here to help ensure your client has the correct report names in their QuickBooks Online (QBO).

If your client's company is set to Nonprofit organization (Form 990) in the settings, those reports should have different names. The Profit and Loss should be renamed as the Statement of Activity, and the Balance Sheet should be referred to as the Statement of Financial Position.

To isolate this, sign in to your client's account using a private browser (incognito). There are when the browser is already full of frequently accessed page resources (cache and cookies), causing some unusual responses.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).
•  Ctrl + Shift + P (Microsoft Edge)

Once logged in, go back to the Reports menu at the left pane to double-check.

If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

I'm also adding these articles that tackle managing and setting up non-profits in QBO for future reference:

• Configure an account for a nonprofit organization.
• Fund Accounting for non-profits in QuickBooks Online.

Please let me know if you have additional questions about this or anything else. I'm more than willing to assist. Take care.

Unfortunately this did not work the reports names are still Profit & Loss etc. I have tried logging in using another browser (MS Edge) and still has not made a difference.

Hello there, @StrykerIntegrity

I understand the importance of having the correct names for your organization's reports. To address this issue, I recommend reaching out to our Customer Care Support team for further assistance. They can take a closer look at your company setup and ensure that the report names reflect the desired Non Profit form 990 format.

Here's how:

1. Head to this link: Contact Us.
2. Select QuickBooks Online product and click Continue.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

I'm also including this article to learn how to save reports so you can access them easily in the future: Memorize Reports in QBO.

If you have any further questions or concerns regarding non-profit organization reports, please don't hesitate to reply to this post. I'm always available to assist you. Have a wonderful day!