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Amrish-Jani
New Member

Anyone knows how to add compilation report, director declaration and Notes to accounts to prepare Financial Statement in QB?

 
1 Comment 1
Raldwin_D
QuickBooks Team

Anyone knows how to add compilation report, director declaration and Notes to accounts to prepare Financial Statement in QB?

In QuickBooks Online (QBO), you can include a compilation report, director’s declaration, and notes to the accounts to prepare a financial statement, @Amrish-Jani.

 

Here’s how you do it:

 

  1. Go to the Reports tab, then select Management Reports.
  2. Choose the report you want to make, or you can create your own through +Management report.
  3. On the Action column, click on the dropdown and then Edit

    image.png

  4. You can edit any of the pages in the report. Go to Preliminary pages on the left side of the screen to edit the compilation report, director's declaration, and notes. 
  5. Hit Save once done. 

    image (1).png

 

If you have further questions or concerns about QBO, please feel free to add a reply below.