Client report titles are different than my report titles (Non-Profit) QBO

The Statement of Financial Position and the Statement of Activity serve similar purposes as the Profit and Loss statement and Balance Sheet in for-profit companies, @jbonano. To verify any discrepancies in report names, I recommend logging into your account through a private window. I will provide more information below to resolve this issue.

It is essential to note that while browsers accumulate temporary internet files to speed up your browsing experience, this can also affect how the program works, potentially causing changes in its functionality. After verifying the Accounts and Settings to confirm that it is a non-profit entity, you'll want to access the account using an incognito or private browser. Use these shortcut keys to access one:

• Safari 11 or newer: ⌘+Shift+N
• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

Once logged in, ensure that both the accountant and customer views display the Statement of Financial Position and Statement of Activity, rather than the for-profit equivalents. If they align correctly, proceed to clear your browser's cache.. Refer to this article for more details: Clear cache and cookies to fix issues when using QuickBooks Online.

It's also a good idea to try accessing your company file using other compatible browsers. For a list of browsers that work well with QuickBooks Online, please refer to this article: Other browsers.

If the persists, I recommend contacting our Live Support so they can further investigate the root cause of the problem. Please see this page for more information: Get help with QuickBooks products and services.

Moreover, here's an article to help you modify and add more details or highlight data in your reports in QBO: Customize reports in QuickBooks Online.

If you would like to organize modified reports for future use in QBO, let me know in the comment section. I am also ready to assist you with any other QuickBooks inquiries. Stay safe.

Thanks for the response Kurt. I do know the differences between the non-profit titles vs for business report titles. I also don't need guidance on how to create customized reports I'm just looking for support on fixing my problem. 

Unfortunately your reply was not helpful at all. Anyone else have any suggestions? I figured I could go through this platform instead of calling tech support, that way if other's had the same problem they could reference this question.

Thanks

Hi, Jbonano. I'll share the results of the replication I performed regarding the Balance sheet and Profit and loss reports.

I've accessed multiple QuickBooks Online accounts as an accountant and confirmed that regardless of the client's entity type, the accountant's access and view for printing reports should match the client's side.

The problem could be specific to your account's access. It is advisable to contact our technical support team for a thorough examination of the cause. The support team possesses the expertise and tools to resolve this quickly.

Please refer to this article for steps to reach them: Get help with QuickBooks products and services.

Whenever you need to make changes with your clients, check this link article for guidance: Manage clients in QuickBooks Online Accountant.

Let us know if you have other questions or inquiries about printing reports.

I came here to ask a similar question, this time about the list of Customized Reports. I haven't noticed the issue you are asking about, but I will pay closer attention going forward with my nonprofit client.

But accessing the client through the Client's login vs accessing it through my Accountant Online portal show me a very different list of Customized Reports. Groups I create in one environment do not carry over to the other? I've gone back and marked every report Shared so, presumably, I can see all reports either way. I'm trying to get a consistent library of reports but this is very frustrating. 

Enabling access to custom report libraries in a client's QBO account could make account management more efficient and improve accessibility, @ACO_llc. We welcome your feedback on this potential improvement.

Here's how:

1. Login to your QuickBooks account.
2. Click the Settings/Gear icon on the upper.
3. On the Profile section, select Feedback.
4. Enter your feature enhancement suggestions.
5. Click Next to submit.

Our engineers will review this topic. If more accountant customers request this feature, we'll certainly consider implementing it in the future. Please refer to the following article to view the most recently updated ideas and feedback forums: Customer Feedback for QuickBooks Online.

To add and later edit standard or custom reports within management reports, this guide will be helpful: View and edit management reports.

Please feel free to contact us if you need further insights or assistance with QuickBooks reporting features and concerns. We are always here to help you.

So this is behaving as intended? Well THAT seems stupid. All that does is put a barrier up to communication between accountant and client. I'll make the suggestion but won't hold out for the improvement.