Carneil_C
QuickBooks Team

Getting started

You can reach out to your accountant for the workpapers in QuickBooks Online (QBO), corinne15.

 

They can also assist you with the necessary templates for workpapers. Alternatively, you can use the reports available in QBO, such as:

 

  • Profit & Loss
  • Balance Sheet
  • Statement of Cash Flows
  • General Ledger
  • Account Activity
  • Accounts Receivable/Payable Aging reports
  • Bank Reconciliation Summary

 

Additionally, consider exploring third-party applications that can help you with your accounting needs. While we're unable to recommend a specific app, I can guide you on how to find one. Here’s how:

 

  1. Click on the Apps menu in the left navigation panel.
  2. Go to the Find Apps tab.
  3. Use the search box to look for an app.

 

From there, you can click on each app to view an overview of how it works.

 

If you have any other follow-up questions about managing your business, feel free to reply to this thread. We're committed to helping you succeed, corinne15.