Do you have a hard time making sense of your Profit & Loss?

In this video, I will share how your Chart of Accounts directly impacts your P&L.

Are you ready to Customize your Profit & Loss, so you can make business decisions? 🥳

Steps to Customizing the COA for your P&L:

Profit & Loss Report

  • Go up to “Reports”
  • “Company & Financial”
  • “Profit & Loss Standard”

Chart of Accounts

  • Go up to “Lists”
  • “Chart of Accounts”
  • Go down to “Account”
    • “New”
    • “Edit Account”
    • “Delete Account”
    • “Make Account Inactive”
  • If you chose “New,” Choose “Account Type”
  • Click “Continue”
  • “Account Name”
  • Click “Save & Close”


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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling Confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  →  Join My Free Workshop!


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Share with us in the comments below – did you know you could change the order of your Chart of Accounts and how they impacted your P&L?🤔