Reckon accounts Home & Business 2022/2023 reporting.

Sharija
Sharija Member Posts: 2 Novice Member Novice Member

I've got all transactions details entered on the Home & business package, and when it come to reporting, our accountant ask for a copy of trial balance report and general ledger report.

Could anyone advise how we could obtain this from quicken H&B apps? Surely this is a quite a standard accounting reporting protocol especially for business account reporting.

Thanks.

Comments

  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 409 Accredited Partner Accredited Partner

    Hi Sharija

    Home & Business does not have a trial balance report. If you search this community there were similar questions asked with results posted in full, hopefully you can follow this

    Net movement balance sheet report 12 months apart should show a net difference of the profit and loss report for the year


    you can then do an income and expenses detailed report (sorry don’t have my computer on right now for the correct name) for the same period.

    This will hopefully suffice

    Regards

    Robyn Kelly

    Robyn Kelly

    Reckon Accredited Partner since 2000

  • Sharija
    Sharija Member Posts: 2 Novice Member Novice Member

    Hi Robyn,
    I'm using Reckon accounts Home & Business 2022 desktop apps version which will be updated to Reckon Accounts Home & business V31 for $290 pa ? I'm wondering if this will be the same as Reckon Home & Business 2024 desktop version?
    My subscription due this month and I'm considering to renew the subscription. Are you able to extend special discounted pricing for the renewal of our Home & Business desktop version.?
    Thank you.

    Sharija