Quarterly Income Statement and Balance Sheet


Is there an easy way for a novice to produce both an Income Statement and Balance Sheet broken down by Quarter? I've tried to use the Design Feature and I just don't understand it!

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    Since a Balance Sheet carries balances forward each period, you can't produce a Quarterly Balance Sheet without creating a custom report via something like Logicim XLGL. For an Income Statement, you can either run the report with a quarterly date range to get the Current column to show you the Quarterly Values, or you can also have a custom report created with Logicim XLGL. Dave & Darlene Smith at Phase One Computing is a great source for these Custom Reports. You can reach out to them at either [email protected] or [email protected] or 954-957-7199.

    Tammi M. Ermerins ([email protected])

    Certified Sage 50/Peachtree Accounting & Crystal Reports Consultant & Trainer

    800-780-0700 / 954-961-0600, Visit Us on the Web at https://pcosupport.com