Custom Financial Statements

Articles on chart of accounts flexibility

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Regroup Accounts

Build one or more reporting structures over your QuickBooks accounts, so each audience sees the statement written for them.

Apply mapping in reports

Choose which mapping a report is built with, so the same company can produce a board pack and a management pack from one set of books.

When QuickBooks accounts change

Two ways to bring QuickBooks changes into your mapping: review AI-suggested changes for small edits, or recreate sections when the chart of accounts has been restructured.