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HarishG
Level 2

Customize Year-end Financial Statements

We currently use CaseWare with JazzIt to create financial statements from workpapers. We plan to move to QBO Workpapers. Our year-end statements includes a report "Statement of Earnings and Retained Earnings" This report contains the following sections

Revenue

Expenses

Earnings Before Income Taxes

Income Taxes

Net Earnings

Retained Earnings (Deficit)-Begnning of Year

Dividends

Refundable Income Taxes Paid

Refundable Income Taxes Recovered

Retained Earnings (Deficit)-End of Year

 

I want to have a similar financial statement report and could not find anything close in QBO reports. Please let me know if anyone created a similar report.

 

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