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QuickBook Tips

Which QuickBooks reports will I need to provide the auditor and where can I find them?

  • Profit & Loss (P&L) Statement or Income Statement:  This report will provide the auditor with sales/income for the period requested.  To run the report, select Reports menu, then Company & Financial > Profit & Loss Standard.  Click the Dates drop-down arrow and select the desired date range, or manually enter the date range in the calendar boxes.
  • Payroll Summary: This report will provide the auditor with gross payroll by employee, total gross pay, overtime amounts, deductions from gross pay, and adjusted gross pay.  To run the report, select Reports menu, then Employees & Payroll > Payroll Summary.  Click the Dates drop-down arrow and select the desired date range, or manually enter the date range in the calendar boxes.   

Use the QuickBooks “Help” feature, located on the menu bar, to learn more about using QuickBooks, or visit http://support.quickbooks.intuit.com/support/

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