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Best answer December 17, 2019
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The balances showing in your Chart of Accounts are the most recent ones, peterkf.
Each of the accounts in this chart are consist off all transactions from the moment they were created. if you'd like to only have the transactions for the current year, you can run the general ledger instead. Below are the steps to do this:
- Go to Reports at the top and select Report Center.
- Type in General Ledger in the search box.
- From the list, select General Ledger.
- Set your Desire Dates (Current Year).
- Click Refresh.
This is the master set of accounts that summarize all transactions occurring within an entity.
Learn more about customizing reports here: Modifying Financial Reports.
Let us know by posting here again if you have other questions. We'll make sure to answer them right away.
The balances showing in your Chart of Accounts are the most recent ones, peterkf.
Each of the accounts in this chart are consist off all transactions from the moment they were created. if you'd like to only have the transactions for the current year, you can run the general ledger instead. Below are the steps to do this:
- Go to Reports at the top and select Report Center.
- Type in General Ledger in the search box.
- From the list, select General Ledger.
- Set your Desire Dates (Current Year).
- Click Refresh.
This is the master set of accounts that summarize all transactions occurring within an entity.
Learn more about customizing reports here: Modifying Financial Reports.
Let us know by posting here again if you have other questions. We'll make sure to answer them right away.
