Editing Book Keeping Task/QuickBooks/Statements

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Using QuickBooks
for the Accounts of the
Pincher Creek SAR
Financial Statements

Using QuickBooks Pro 2015, the reports the Boards needs can be set up thus:

== Income & Expense ==
* choose menu: "Reports > Budgets > Budgets vs Actual"
* select the current budget
* click on "Next"
* click on "Next" again
* click on "Finish"
* click on "Customize Report"
* set "Dates" to "This Fiscal Year-to-date"
* set "Display columns" to by "Total only"
* under "Add subcolumns", select "Show actuals" and "% of Budget", but deselect "$ Difference"
* click on "Okay"
* To save yourself work next time, you can click on "Memorize" and then next month choose menu: "Reports > Memorized > Profit & Loss Budget vs Actual" to get to the same point.
* Set the "To" date to the end of the year (December 31)
* Print

Because PCSAR does not operate to make a profit,
the expression "Profit & Loss" is technically incorrect.
The statement should be "Income & Expense".
However QuickBooks uses the term "Profit & Loss" regardless,
so we have to go with that.

== Balance Sheet ==

* The Balance Sheet should be printed as "Year to Date".

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@@ Line 15: / Line 15: @@
 * set "Dates" to "This Fiscal Year-to-date"
 * set "Display columns" to by "Total only"
-* under "Add subcolumns",
+* under "Add subcolumns", select "Show actuals" and "% of Budget", but deselect "$ Difference"
-** select "Show actuals"
-** select "% of Budget",
-** deselect "$ Difference"
 * click on "Okay"
 * To save yourself work next time, you can click on "Memorize" and then next month choose menu: "Reports > Memorized > Profit & Loss Budget vs Actual" to get to the same point.