Custom Financial Statements
Articles on chart of accounts flexibility
Regroup Accounts
Build one or more reporting structures over your QuickBooks accounts, so each audience sees the statement written for them.
02Build and reuse a custom monthly P&L
Create a reusable management P&L with named account groups, calculated lines, Budget vs Actual, and monthly report refreshes.
03Detailed and summary versions of the same report
A worked example: one consolidation, two mappings — an account-level P&L for accounting and a rolled-up P&L for leadership, both tying to the same net income.
04Apply 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.
05When 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.