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jbonano
Level 2

Client report titles are different than my report titles (Non-Profit) QBO

Hello,

 

Recently my client (501 (c)3) printed their Balance Sheet and Profit and Loss reports and the titles had automatically changed to Statement of Financial Position and Statement of Activity. However when I go into their QBO account as the accountant and print the same report it still shows Balance Sheet and Profit and Loss. I checked the settings and the company type is properly set to Nonprofit. We are not sure how the switch happened and for consistency I would like to print the reports to match what my client prints. We both use the same process, the only variable is that I sign on as the accountant and they sign in as a regular user.

What I don't want is to manually change the title to match theirs every time. So any suggestions?

 

Thanks!

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