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how do i view/print out all the "tax line" chart of account totals for my schedule c?
thanks! -todd
Solved! Go to Solution.
Thanks for getting back to us, @toddlerner.
The option to only show the Chart of Accounts total amounts for the current fiscal year is currently unavailable. As a workaround, you can manually open each account's register and type the date in the search field to filter the transactions.
Once done, click the Print option at the top right. You can do the same steps for the other accounts.
You can also check out this PDF file for further guidance on managing your QBDT for Mac: QuickBooks Desktop Mac 2020 User's Guide.
Please let me know in the comment section below if you have any additional concerns. I'll be here to help. Have a great day!
Hi @toddlerner,
I'll handle this query for you.
The option to print a selection of accounts from your Chart of Accounts is unavailable in QuickBooks Desktop for Mac. What you can do is print your whole Chart of Accounts.
Here's how:
I'll also share this online PDF file for you: QuickBooks Desktop Mac 2020 User's Guide.
Feel free to tag me in the comments if you have other questions. I'll be sure to get back to you.
hi ryan, thanks for your reply... question: how do i make sure the total amounts are only for the current fiscal year? (i'm not going to be closing the years in my qb.) thanks for your help! -todd
Hi there, @ toddlerner
You can run the summary reports to ensure the total amount of the current fiscal year.
Let me show you how:
In addition, you can customize these reports to easily review the transactions that matter the most to your business. You can also memorize them to save their customized settings.
Please let me know if there's anything else I can do to be of assistance. Just place your concern by clicking Reply and I'll get back to you. Wishing you and your business continued success in all that you do.
hi maryann, thanks for the input... but i'm on qb desktop mac and i can't seem to successfully follow the steps you suggest :( any ideas? thanks, -todd
Thanks for getting back to us, @toddlerner.
The option to only show the Chart of Accounts total amounts for the current fiscal year is currently unavailable. As a workaround, you can manually open each account's register and type the date in the search field to filter the transactions.
Once done, click the Print option at the top right. You can do the same steps for the other accounts.
You can also check out this PDF file for further guidance on managing your QBDT for Mac: QuickBooks Desktop Mac 2020 User's Guide.
Please let me know in the comment section below if you have any additional concerns. I'll be here to help. Have a great day!
thank you!
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