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- Re: Corporate Partnership Organizer
Corporate Partnership Organizer
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JPEZZULLO
Level 1
11-30-2023
11:56 PM
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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.
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2 Comments 2
George4Tacks
Level 15
12-01-2023
08:36 AM
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No.
Ask for an income statement, and balance sheet and a general ledger.
Answers are easy. Questions are hard!
Strongsilence-C
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.
