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Level 4
February 11, 2024
New

see 1120s / 1065 balance sheet and input screen side by side

Related products:ProConnect
  • February 11, 2024
  • 1 reply
  • 4 views

When we get a critical error that the balance sheet is off, it's a hassle troubleshooting it and then entering corrections: I wind up looking at printed versions or screen previews of the actual balance sheet in QuickBooks, then have to come back into Proconnect to make adjustments... rinse and repeat.

We need a side-by-side full screen view where the balance sheet is on one side, and the input screen is next to it so we can make adjustments easily. You could call this the "Balance Sheet Resolution Wizard" - and anything you can add that would help us resolve the differences would be welcome.

Ideally, there would be a "Balance Sheet Difference Monitor" that displays the difference in opening and ending balances as we go - similar to reconciling in QuickBooks. We would make adjustments until it's $0.

Another option would simply be direct entry on the corporate return balance sheet, and the 'monitor' would update as we make changes, so we know when we're in balance. 

1 reply

George4Tacks
Level 15
February 12, 2024