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JPEZZULLO
Level 1
December 1, 2023
Question

Corporate Partnership Organizer

  • December 1, 2023
  • 2 replies
  • 13 views

Is there a way to print out Corporate or Partnership Organizers like individual or trusts?  The menu with the organizer is grayed out in the business returns.  

This topic has been closed for replies.

2 replies

George4Tacks
George4Tacks
Level 15
December 1, 2023

No.

Ask for an income statement, and balance sheet and a general ledger.

Answers are easy. Questions are hard!
    S
    strongsilence
    Level 10
    December 1, 2023

    I like George's suggestion. In addition, I ask for the BS and P&L to be comparative so I can see the prior year. In case Retained Earnings needs to be reconciled, the prior year is helpful.

    Also, I ask for a Cash Basis and an Accrual Basis financials.

    I ask for a G/L with the memo field expanded so I can see the entire memo.

    But, better than all that, is to move the client to QB Online so you don't have to ask and can get them yourself.

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