Separating reports by year
We used this app to replace an old bookkeeping program (dollars and cents) from our apple iiC! After it died in 2011we purchased an iPad and the easy books app. . In 2011 we entered all our data, and prepared great reports in March of 2012 which we e-mailed to our accountant! After some initial bumps everything worked out well and our taxes were filed. Now we want to email reports for 2012 so our accountant can prepare our taxes for 2012. The reports i looked at seemed to combine all information from 2011 and 2012. How do we get easy books to prepare reports with only calendar year 2012 transactions?
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Support Staff 1 Posted by Admin on 19 Jan, 2013 09:18 AM
Hi Michael,
It sounds like you're talking about running the report over a different range, or more probably you haven't consolidated your previous year in the app yet.
If your last year end was 31 December 2011 and you haven't consolidated the year, make sure you have the correct year end date set in the business settings (Dec 2011). Then run the P&L report and use the "consolidate" option, which is one of the action buttons at the bottom. This will zero all your income and expense account balances at that date, moving the residual profit into your "Profit and loss" account. You should see the date has then moved on 12 months to 31 Dec 2012 and the new report is shown dated 1 Jan 2012 to 31 Dec 2012 automatically.
If this isn't it, let me know.
Mathew
Admin closed this discussion on 20 Feb, 2013 12:55 PM.