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I need a balance sheet for my tax

I understand Quicken is for personal accounts but I have a small business account in Quicken and my accountant is asking for a balance sheet so he can complete my tax!??
Any suggestions welcome!
Any suggestions welcome!
0
Best Answers
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smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
There is not a built-in one at the moment. The closest would be to use the Net Worth over Time report or try to create something with the New Summary report.
Meanwhile, you can add your VOTE to Balance Sheet (aka Net Worth aka Accounts Summary) type report.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count (it may take a moment for your vote to register).(If the triangle is a solid black, your vote has been registered.)
Your VOTES matter!
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(Canadianuser since '92, STILL using QM2007)
5 -
jacobs SuperUser, Mac Beta Beta
The Summary Report isn't useful for this; it can show your income and expenses, but not account balances.
The last column of the Net Worth Over Time report does pretty much function as a Balance Sheet, so that's the cloest you can come.
I kept the books in Quicken for two non-profits that I was involved with. Depending how small and how complicated the accounts, the other alternative is to just create an Excel or Numbers spreadsheet as your balance sheet, pulling the values you need from Quicken. Not elegant, but it may get the job done in just a few minutes of work.Quicken Mac Subscription • Quicken user since 19935
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Answers
Meanwhile, you can add your VOTE to Balance Sheet (aka Net Worth aka Accounts Summary) type report.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count (it may take a moment for your vote to register).
Your VOTES matter!
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
The last column of the Net Worth Over Time report does pretty much function as a Balance Sheet, so that's the cloest you can come.
I kept the books in Quicken for two non-profits that I was involved with. Depending how small and how complicated the accounts, the other alternative is to just create an Excel or Numbers spreadsheet as your balance sheet, pulling the values you need from Quicken. Not elegant, but it may get the job done in just a few minutes of work.