Quicken report names compared to Quickbooks (edit)

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ssbm
ssbm Member
edited April 7 in Reports (Windows)

I use to use Quick Books. I was use to their report names. I am new to Quicken which doesn't have the same names for the reports. So I need help knowing which reports are the same in Quicken. Here is a list of the reports I used: (cash basis)

  • general ledger
  • profit & loss (detail)
  • trail balance
  • balance sheet (detail)

I can not find these reports to print out on Quicken (windows)

Thank you for your help.

Best Answer

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
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    There is:

    No GL report in Quicken … because there's no General Ledger
    Profit and Loss is called "Income & Expense"
    No Trial Balance, for same reason as no GL
    Balance sheet is called "Net Worth and Balances"

    Q uses a checkbook analogy, rather than a GL. Just be sure to reconcile your various accounts to the monthly statements, and you'll be fine.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    There is:

    No GL report in Quicken … because there's no General Ledger
    Profit and Loss is called "Income & Expense"
    No Trial Balance, for same reason as no GL
    Balance sheet is called "Net Worth and Balances"

    Q uses a checkbook analogy, rather than a GL. Just be sure to reconcile your various accounts to the monthly statements, and you'll be fine.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • ssbm
    ssbm Member
    Options

    Thank you very much.

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