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categories on home and business

Trevor Lindsay

Home & Business 2017. I have a client who provides files on this product for quarterly BAS. I only seem to be able to run a P&L by category nymber. Can I add category names? Does this product use account numbers like a

Comments

Robyn Kelly (Partner)

The client (or their accountant) must have set up the categories as numbers Trevor. I had a client similar and I edited each category to still be a number but also have the name after the number.

Go to Tools > Category List and click on each one to EDIT. In my case I left the numbers there as the accountant wanted them still but I found it easier with name in there too.

Regards, Robyn Kelly

Trevor Lindsay

I have managed to produce P&L reports in Home & business with both categories & descriptions but I am having throuble reading these reports. The P & L report shows income/expenses by category but I cannot work out how to roll foward retained earning (as per the Balance Sheet) based on the full year profit & loss. Opening RE +/- profit/loss = closing RE Is there a trial balance report on Home & businss? Any ideas. I know I am a newby on this product but I need to raise journals to the practices reporting systems to prepare accounts/yearly BAS & tax return

Robyn Kelly (Partner)

Hi Trevor

Firstly, there is no Trial Balance report in Home & Business.

Next what I usually do is a balance sheet report with the Date Range as LAST YEAR and then Interval = YEAR. The difference in the EQUITY figures at the bottom of the report from one year to the next should be the same as your P&L for that financial year.

Also, there is no way to enter journals in Home & Busniess but I personally create an account called "Accountant Journals" and enter everything through there.

Hope that helps?

Robyn Kelly