Import bank transactions with Web Connect files. To view your chart of accounts, go to Settings, then selectChart of accounts (Take me there). Go to the small gear icon and tick the Running Balance box. Over 2. In the Search field, enter “Etsy” and select Sync with Etsy from the list. The most common way to set up a bank account or credit card account with multiple associated cards is to create a parent account, and then set up each individual card underneath it as a subaccount. Exit Excel. Find the opening balance entry. Search for Account List. Sep 19, 2023 · To create a copy of an existing company file, follow the steps below: Open QuickBooks Desktop and the company file you want to copy. Liabilities: a record of money you owe but haven't yet paid like loans, mortgages, and lines of credit. com/partners/irp/?cid=irp-4337#pricing Download all Chart of Accounts with d Aug 25, 2023 · QuickBooks Chart of Accounts. Filter the funnel by Reconcile Status, Transaction Type, Payee, and Date. Under Add or Select a Mapping, select Add new. Select Edit. Select Credit Card, then select Continue. The Chart of Accounts is the default view under the Bookkeeping tab. After the export is done, the Excel window will open. QuickBooks Desktop Plus. May 1, 2024 · To import a template: Open the following file to view a list of available templates: List of Chart of Accounts templates for QuickBooks Online companies. Jan 1, 2021 · Go to the Accounting menu, and then Chart of Accounts. Account numbers are the numbers assigned to each account name. See list limits only. This shows where your company file is saved on your computer. Update the Report period. In list view, you have an option to see limits on list items. Select the Chart of accounts. This will open the report preview. In the File type dropdown, select All Files. Sep 23, 2022 · The four primary account types in the chart of accounts: Assets: a record of purchases for things like vehicles, equipment, buildings, and other assets used for business. Find the specific account you like to restore and click the Make active option at the far right. When thinking about either of these, accounting is usually not the […] About the chart of accounts: Chart of Accounts-The Chart of Accounts is a complete list of your business’ accounts and their balances -An account is a tracking category for your business’ assets, liabilities, income and expenses When you keep books for a company, you want to track-Where the income comes from -Where your money goes Jun 26, 2022 · If you need to add new accounts, here are the steps. Feb 11, 2022 · How to Customize the QuickBooks Chart of Accounts for Construction. We’ve established this Chart of Accounts from all the time we’ve Step 4: Manually upload the transactions. Accounts that have an opening balance feed into the Balance Sheet report. Or, to upload from Google Sheets, select Connect to sign into your Google account. Jan 7, 2024 · Step 2: Upload your spreadsheet. The stronger the foundation, the stronger the building — the same holds true for the chart of accounts. Step 1: Turn on account numbers. Step 3: Select File from the specific taskbar. Select “OK” to confirm the import of the chart of accounts. Choose Chart of Accounts. Then, select the dropdown in the Action column and then Edit. In the Opening balance field, add the balance reflecting your bank or credit card account. Then select Open. Both QuickBooks Desktop and QuickBooks Online come with a default chart of accounts for farms. The exported file will download on your computer. If you have multiple payments on a property, select Group with other undeposited funds. Select Chart of Accounts, and click on the New button. Above the ACTION column, click the Print icon. Select Save and Close. You can reactivate it by clicking on the Make Active option. Making the account inactive is also deleting the account. Jun 13, 2019 · QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks. Feb 14, 2021 · QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks. Aug 25, 2023 · An effective chart of accounts accurately separates assets, liabilities, income, expenses, and equity transactions. Step 5: Then choose Lists of IIF files. 1. Companies involved in agriculture or ranching usually deal with either growing produce such as fruits, vegetables, and grains, or with raising livestock like cows, chickens, and turkeys. Online banking, or bank feeds, saves time so you don’t have to enter anything manually. Export the report. • 3140 • Updated 1 day ago. Select the blue tile for the account you want to upload the transactions into. Go to Transactions, then select Banktransactions ( Take me there ). com/QBOGrab your FREE Chart of Accounts Example here: Dec 16, 2023 · To start, open your QuickBooks Online account and navigate to the Reports section. This opens a customization window. Jul 29, 2023 · Upon subscribing to QuickBooks, the Chart of Accounts is automatically populated with default accounts tailored to your chosen industry during the company setup process. Choose the Account drop-down, then hit Import from Excel. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Level 7. Tip: Make sure you know the amount for your opening balance. In this episode, we go over how to export your Chart of Accounts in Quickbooks Online. Dec 6, 2023 · Step 1: Export your list reports to Excel. Oct 23, 2021 · Open the Lists menu, then choose Chart of Accounts. In the top, right-hand corner of the report, click the 'Export' icon and then the 'Export to Excel' button. Give your chart a name. ). Import and export IIFs. by QuickBooks. If you organise your accounts by number, add an Account Number column. Put a check mark in the Include Inactive box. Aug 23, 2023 · Need to move your Chart of Accounts from QuickBooks Online to Excel? You're in the right place! 📈🔥For more visit: https://www. Desktop. Oct 25, 2021 · Download Chart of Accounts from QuickBooks Online. Income: transactions and payments related to your normal day-to-day May 3, 2024 · QuickBooks Solopreneur has easy-to-use accounting tools for self-employed individuals, and plans begin at $20 per month. Note: Pricing varies for each product; pricing can Here’s how to disconnect an account in QuickBooks Online: Go to Transactions, then Banktransactions ( Take me there ). If needed, select Edit to make your changes. Select +Add new chart. You can also print it by clicking the print icon. You can find this under the Lists menu. Go to Settings and select Account and settings. Sep 13, 2018 · To the right of the account, select the drop-down arrow next to Run report. Under Profile, choose Feedback. Click the View register drop-down arrow, and then Run report. Select Save. Choose the correct file, and then Select. The chart of accounts lists all your company's accounts and their balances. Select the date you want to start tracking your finances in the As of field. Apr 29, 2024 · Click the Export icon in the top right corner. Mar 22, 2019 · Click the Customize button found at the top-right of the report. From there, you'll see all of the accounts listed. If the bank is already enrolled, click Continue. In the Print page, verify the copies that you need. Sign in to QuickBooks Online. Then select Export to Excel. Work on a dedicated machine only. S. Map your accounts. In the drop-down under Update, select File Upload. Account types and detail types determine the data that shows on Jul 31, 2023 · Click the Gear icon, then select Import data. Depending on which list you need to export, search for and run Account List, Customer Contact List, Vendor Contact List, or Product/Service List report. Choose the file, then hit Open. QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks. Feb 10, 2024 · Look for the duplicate account (one you won't keep). Locate the sub accounts. qbka Usage Limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Next to the chart of accounts report, click the Export icon (it looks like a download arrow). Requires QuickBooks Online mobile (“QBM”) application. Step 2: Exploring the template. If you need articles on how to manage your Chart of Accounts, please check these links: Add, edit, or delete accounts in QuickBooks Desktop; Delete an account on your chart of accounts in QuickBooks Online Nov 11, 2021 · Go to the Lists menu and select Chart of Accounts. Select the opening balance entry. Choose Next. You can also run a quick report for details. In the Chart of Accounts table, click the Gear icon at the upper right corner. Scroll down and mark the columns you want to view. If you go back to the Chart of Accounts, you can see that the account name has now been changed to Office Supplies. Go to the COA (chart of accounts) page in QBO. To upload a file from your computer, select Browse and choose the file. We also Step 1: Open the particular QuickBooks company file. On the top right, above the columns you should see a pencil, printer, and gears. Select Edit in the Chart of accounts section. Here's how: 1. Change the Name and Detail Type so the duplicate account's info matches the account you want to keep exactly. Here’s how to turn it on. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. Mar 18, 2020 · I'll share insight on your query about online banking payments in QuickBooks Online(QBO). •. Sep 20, 2023 · Use Current accounts to track all your current activity, including debit card transactions. Dec 10, 2018 · From the bottom menu, click Reports and select Account Listing. QuickBooks Desktop Chart of Accounts - Complete Tutorial - YouTube LedgerGurus is here to help! We’ve created an Excel file for a downloadable eCommerce-specific Chart of Accounts. Dec 3, 2018 · This way you don't download any duplicates. Now that we have all the details, let's handle the other credit card account. Here's how to format your spreadsheet so you can import it to QuickBooks. Go to Settings ⚙ and select Chart of accounts ( Take me there ). Save the file somewhere you can easily find, like your Downloads folder or your desktop. QuickBooks Online. Step 4: Setting the account hierarchy. DOWNLOAD. At the top of the report, select the Export icon. Check if the account is marked as "deleted. This article will run through the following steps and topics: Step 1: Downloading our Excel template. Feb 27, 2024 · Select Export data. For the accounts in your Chart of Accounts, you'll want to inactivate them so they won't be used. Tip: Sort the date column to show the oldest entries first. August 25, 2023 - Corey Clark, Michigan State University Extension farm management team. Jan 10, 2024 · Step 1: Download a budget template. Click the arrow icon under the ACTION column. Select the bank accounts you set up in step 1 so the app knows where to enter transactions. Under the *Name field, enter Office Supplies. Search for and select the report you want to export. Click on Browse to choose the Excel file you want to import. Enter the amount of the payment. Their names of subaccounts are indented in the Name column of the Chart of accounts list and note the parent account it's linked to. Setting up the Chart of Accounts helps small businesses get off on the right foot in QuickBooks Online. You can use the template to create your budget which ensures that your data is accurate. Jan 23, 2024 · Using keyboard shortcuts to speed up navigation within QuickBooks Online is easy. Open your existing spreadsheet of accounts or create a new one. Select Account or the plus + icon, then New. 88% of customers say QuickBooks helps their business be more successful: Based on survey of existing small businesses using QuickBooks Online in U. What you see next is the default setup for all QuickBooks Online accounts, and it becomes the blank slate on which to Click on “File” and then “Utilities”. Locate the transaction and look for the letter R in the Reconcile Status (indicated by a checkmark) column. Devices sold separately; data plan required. On the Add New Account window, enter the credit card name. Here's a link for reference in importing your Chart of Accounts: Move your chart of accounts to QuickBooks Online. Step 4: Click the Utilities section and select Export. *. Click Set Up Bank Feeds. Find the account you want to inactivate. Jan 19, 2024 · Create a custom chart from scratch. The account numbers feature is off by default. As for the specific accounts to use for the journal entry, I suggest you consult with your bookkeeper or accountant on the best way Feb 27, 2024 · Edit an IIF file. Select the IIF file you want to edit, then select Open. The chart of accounts is a list of all of your accounts in QuickBooks. Fathom supports up to 3,000 active or inactive accounts in the QuickBooks Online chart of accounts, and up to 20 classes for the importing, reporting, and analysis of QuickBooks data. Save the new file. Select Import. Aug 29, 2019 · Check if the account is a subaccount or a parent account. Note: If QuickBooks is downloading new transactions, you won't see this option. Press F2 to open the Product Information window. More information here. Doing so will help you avoid reporting errors and confusion. An industry-standard chart of accounts will give you financial information in a much more useful format and enable you to compare your P&L numbers with other restaurants. Now, let’s see how this works in more detail, with screenshots and examples. This allows you to download whichever transactions are missing directly The #1 accounting software for small businesses: #1 accounting software for small to midsize business based on PCMag, as of December 2021. Dec 19, 2018 · I'm here to help share additional information about deleting accounts in QuickBooks Online (QBO). All you have to do is approve t To import a chart of accounts in QuickBooks Desktop, follow these steps: Go to the “File” menu and select “Utilities,” then choose “Import” and “IIF Files. In the Account Type dropdown, select Credit Card. Click the View register link for the bank account. Go to Reports on the left panel. In QuickBooks Desktop, select “Lists” from the top menu bar and then select “Chart of Accounts. In Microsoft Excel, go to File and select Open. Determine which template best suits your company. Select the bank and right-click on it. Open the following file and download the selected template from it: QuickBooks Online Excel Import templates. Tap the Row/Columns arrow then click Change columns link. Click on the printer and you can print the whole list. Usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. May 13, 2022 · Open your QuickBooks Online account, then go to the Accounting tab at the left pane. Go to the Accounting menu, and then Chart of Accounts. Click 'Reports' in the left-hand navigation and run the 'Account List' report. Each account has a transaction history that you can view in the register. Then select Import Data. Click the Print button. In the Import accounts window, click the Download a sample file link. The accounts are organized in columns by name, account type, detail type, balance in QuickBooks, and bank balance. Log in to your QuickBooks account. Select New, then set up your account. Click Yes. intuit. Here's how to find it: Go to the Accounting menu. Customize the list report's columns. Keyboard shortcuts reference guide: Download or QuickBooks Online vs. On the left menu, go to Accountant & Taxes and select Chart of Accounts. Follow the instructions on the screen to set up the app, including these steps: Give Intuit permission to access your Etsy shop. zip (56kb) For instructions on Sep 4, 2020 · Select Chart of Accounts. Now that you’ve created your first budget, download a budget in an excel template. If you haven’t already, follow the steps to back up your Dec 20, 2018 · There are just a few steps to delete unwanted accounts. Select the metric you want this chart to track. Select Settings ⚙. You can send your request of having a Non-Profit company account to our product team by going to the Send Feedback screen: Click the Gear icon. After that, you will see the Balance column at the right-most part of the table. Once the list is open, click the “Run Report” button near the bottom of the window. In the Text Import Wizard, select Next, then Next and Finish. Step 2: Search for the chart of accounts you wish to export. Select Export to Excel. A new window will open. Have a great day! Apr 14, 2022 · You can set up a chart of accounts in three steps: 1. Select Chart of Accounts. Select the Advanced tab. 3. Select the type of account. Currently, the available is a QBO Plus sample company. These shortcuts will work in the following browsers: Internet Explorer. Aug 6, 2023 · Download Chart Of Accounts Quickbooks Online 06 Aug 2023. Format the columns accordingly and then follow these steps to save it as a CSV type. Edit the date, then the amount. From the Customer:Job drop-down, choose the tenant. The accounts are organized by columns including name, type, and detail type. Note: If you are setting up a sub account, select the Sub account of checkbox, then select the parent account from the dropdown . Look in the File Information section. Feb 7, 2021 · Open the transaction, click the More button then select Delete . Click Browse and select the file you downloaded in Step 1. Choosing the right account type sets you up with accurate reports, such as the balance sheet and profit and loss reports, so you can analyze the financial health of your business. You can import your chart of accounts using an Excel CSV file. Add or remove items from the Reports and Lists tabs by turning the switch on or off. Feel free to get back to us if you need anything else. Chrome (except where noted) Note: Mac users can try these shortcuts using the CMD ⌘ key instead of Alt or CTRL when noted below. Once within the Chart of Accounts section, click on the ‘File’ menu and navigate to the ‘Utilities’ option to access the tools for importing chart data into QuickBooks Desktop. From another QuickBooks Online company: Sign in to the account that has your lists. Give the account a name and then select Save and Close. Here's how: Head to the Gear icon ⚙ and choose Chart of Accounts in your Jan 7, 2024 · Learn how the chart of accounts works in QuickBooks Desktop. com/partners/irp/?cid=irp-4337#pricing Purchase my ultimate chart of account Jan 23, 2024 · From the Company menu, select Chart of Accounts. Select Save . Aug 7, 2019 · HOW TO EXPORT CHART OF ACCOUNTS TO EXCEL IN QUICKBOOKS ONLINE. Select Create New Worksheet and then click Export. Fathom terms and conditions. Turn on Enable account numbers. If you need to print the contents of a particular account, here's how you can do it: From the Chart of Accounts list, find the account and then click the View register link in the far right. But their base chart of accounts does not fully capture the information needed for tax preparers, lenders, and farm managers. Click the Download a sample file hyperlink. A USAR chart of accounts "Lite" version is also available below with 218 items which is under the 250 account threshold Quickbooks Online has established for their higher Mar 3, 2022 · Need to get QBO set up for your business? Save money & grab a 12 month discount here: https://claracfo. Jan 20, 2019 · Select Chart of Accounts. You can browse this article for additional information: Learn how to set up and add accounts to your chart of accounts. Send journal entries back and forth with your accountant. If you need to export a different report, here'show to export reports to Excel. There are four subscription levels for QuickBooks Online: Simple Start is $30 per month, Essentials is $60 per month, Plus is $90 per month, and Advanced is $200 per month. Click Accounting in the left navigation bar. The report should look similar to the one in the image above. To get to the Chart of Accounts in QuickBooks, select Bookkeeping from the main menu. Select Connect, then select Done. Choose the sub-accounts you want to run. Once done, click Filter, choose the Distribution Account, Account, Class or Location you want to see on the report. Select Yes to confirm in closing all open windows in QuickBooks. Note: If your account is not connected yet to online banking, select Upload from file. Quickbooks Online has the power to automatically import, categorize and approve certain expenses. Find the duplicate account (the one you won't keep). If you want account numbers to show in reports and transactions, select Show account Add an account to your chart of accounts in QuickBooks Online. You'll be prompted with confirmation that the data has been exported. Step 6: A list will be displayed on the window. Select the recently saved Excel file. Select the import start date. QuickBooks Online Advanced: includes one license of Smart Reporting powered by Fathom at no additional charge. The account name is the given title of the business account you’re reporting on (for example, bank fees, cash, taxes, etc. Note: If you’re missing data when you open the report in Excel, the file's in protected view. Mar 25, 2020 · Follow the steps below to import the file: Go to Lists. 3 million Desktop customers have made the switch to QuickBooks Online. Step 1: Format your spreadsheet. Select Export to Excel or Export to PDF. QuickBooks uses this list to track funds, debts, money coming in, and money going out. Make the changes to your IIF file. Follow the on-screen instructions to import your transactions. Mar 11, 2024 · Ways to import and export info in QuickBooks. Dec 16, 2023 · Open the Chart of Accounts list in QuickBooks. Click the Excel drop-down in the Account Listing report. Apr 4, 2024 · Go to Settings, then select Account and settings. May 6, 2021 · Currently, we're unable to filter the sub-accounts in the Balance Sheet report. QuickBooks uses your chart of accounts and fiscal year months to format the template. Edit the Account name (Name), and Tax form section (Detail Type) so the duplicate's information exactly matches the one you wish to save. With MS Excel. Hit the Apply button. com/partners/irp/?cid=irp-4337#pricing Purchase my Template: http://www. Select Make inactive . I would suggest to print in Landscape view, its easier to read. Step 3: Customising the chart of accounts. Freedom to work from anywhere, on any device. Think of the chart of accounts as the foundation for a building you are about to construct. Import and export invoice and other form templates. As you make selections, the preview updates to show you exactly what the chart will look like. Select the Disconnect this account on save checkbox. At the top of the screen, select the “Excel” tab and click “Create New Worksheet. This simplified Chart of Accounts will help you get started in QuickBooks Online and save you some of the hassle of trying to think it all through yourself. Oct 28, 2019 · A customized QBO Chart of Accounts will help ensure that your financial reporting tells you what you need to know to run your small business. Search for your bank and follow through the online process in enrolling your bank. Select the tile for the bank account. Create business account names. Cloud access included. If you need to mark Is sub-account, keep in mind: Jan 7, 2024 · Step 1: Format your spreadsheet. First, let's export your lists by following these steps: Log in to the account that has your account lists. Locate the account you'd like to remove, and click the drop-down arrow beside of View register. To open and view your chart of accounts, go to Settings and selectChart of accounts (Take me there), or click here to open the Chart of accounts in a new window. Choose the IIF file you want to import and click “Open. Go to Reports ( Take me there ). When the account is deleted, it gets removed from the Chart of accounts, and other places where you can choose accounts. This can seriously shorten the time required to enter accounting Nov 8, 2018 · Click the Transactions tab on the left. Choose the Excel Sheet where the data you want to import is on. Select Get app now. Choose Bank as an Account Type and fill in the account's information. Select the pencil icon, then select Edit account info. Map your accounts according to QuickBooks requirements and your Excel file. Go to the File menu, select Save, then Yes. dancingnumbers. Firefox. Click Save and Yes, merge accounts to confirm the action. Though, you can directly run report the sub-accounts in the Chart of Accounts window. Money Market. This opens the export pop-up. March 05, 2018 08:04 PM. Go to Settings ⚙ and select Chart of accounts. Locate the account and select View register. Use Money Market to track amounts in money market accounts. Oct 30, 2023 · To view your income account's running balance, here's how: Go to Chart of Accounts. Each current account your company has at a bank or other financial institution should have its own Current type account in QuickBooks Online Advanced. Tap OK. On the same row, click View Register. The biggest advantage Quickbooks Online has is the ability to connect your bank accounts, smart-learning to categorize and record expenses, cloud-based solution, and mileage tracking. Just in case you want to learn about the usage limits, like accounts, you can check out this article for more information: Learn about usage limits in QuickBooks Online. Select the Usage tab. Go to the Edit menu and select Delete Account. In the “Reports” tab at the bottom of the screen, select “Account Listing. Simple Start, Essentials and Plus allow up to 250 accounts. Note: You can edit the account name in the New account name field or change it later. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. . Dec 12, 2023 · To see and track GST rates in your chart of accounts, make sure you have GST set up. Quickbooks chart Accounts quickbooks chart type account business industry numbers sheet office select down excel community Chart accounts quickbooks. Nov 22, 2018 · In the Account drop-down, select the accounts receivable sub-account for the property. You can use a journal entry to transfer the transactions you saved from the account in question to the correct bank account. Apr 22, 2024 · Set up the parent and subaccounts. Make sure Chart of Accounts is selected at the top of the page. On the Reports tab, set the date range. Log in to QuickBooks Online and click the Banking tab. Click New . Mar 5, 2018 · Best Answers. Map the bank account in the Existing accounts dropdown, then select Next. Dec 10, 2018 · From the Lists menu, select Chart of Accounts. This shows you the items that count toward usage limits. 5. Once done, follow the sample format below: Nov 8, 2018 · I can share some information about QuickBooks Online (QBO) sample file. On the Account menu, select Import From Excel. conducted October 2021. Hit Save and Close. Select Chart of accounts. This will download the report and allow you to Oct 5, 2023 · We created a free PDF download of a chart of accounts tailored specifically for accountants, bookkeepers, and other accounting professionals; just complete the form below, and your shiny new chart of accounts will be promptly delivered to your inbox! Most accounting companies are entirely service-based unless they sell apps, such as integrated Mar 14, 2021 · When importing your Chart of Accounts to another company file, you'll need to use a spreadsheet in Excel or a CSV file. From there, select ‘Import’ and choose the file containing the chart data you wish to integrate. Using CSV files. In the Chart of Accounts, the parent and subaccounts look like the following:If you have an additional account Oct 5, 2023 · A Chart of Accounts in QuickBooks for farmers and other companies in the agriculture and ranching industry—made easy. 2. Enter a name in the Account name field. Above Go back to Chart of accounts ( Take me there ). Account types and detail types determine the data that shows up in financial reports like the Balance Sheet and Profit & Loss. jessbru99568. Open the file in Excel and edit the details. Select the account you want to delete. Export your file for your accountant and import accountant changes. Select the Link account dropdown, then select Upload from file. com/export-cha Get familiar with the chart of accounts. Press the dropdown in the Action column and choose Edit. Aug 9, 2022 · Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions. Once done, click the drop down arrow beside the View register of newly created account, and you'll see the Connect Mileage tracking:Mileage tracking is only available to the master administrator of the QuickBooks Online account. In the main menu on the left, select Accounting -> Chart of Accounts. Then continue entering all the payments. If the account contains transactions, they remain part of your Apr 20, 2020 · To fix this, please follow these steps: Go to the Gear icon and then Chart of Accounts. Flexibility to work where you want**. Choose the specific Income account you want to view. " If it is, you won't see the sub accounts while entering a cash sale. Additional fees apply. Note: There are no usage limits for list items in QuickBooks Online Advanced. Once you connect your accounts, transactions will download and categorize. Or, export your chart of accounts from another QuickBooks company. Here's how: Go to the Chart of Accounts page. These include accounts payable and receivable, asset accounts, liability accounts, equity Jan 7, 2024 · Step 1: Format your spreadsheet. Learn how to set up and add accounts to your chart of accounts. Assign account numbers to business accounts. Image credit: Accounting and QuickBooks. 4. Here you have a few options: Click the print icon to send the report directly to your printer. Click Edit Account. Feb 22, 2018 · A chart of accounts is a detailed listing of minor categories under the major categories of assets, liabilities, net assets, revenues, and expenses. Then select Continue. ”. pd xq jn ug bc vf fc mm lq nu