Strongsilence-C PA
Level 10
12-01-2023
11:37 AM
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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.