Change the balance sheet report name
You may have attempted to change the title of the Balance Sheet and found that it remained the same when you previewed the financial statement. This occurred because there is a conditional expression within cell A2 of the header section.
That conditional expression is designed to print
Statement of Financial Position
if the client entity type is a non-profit organization (990). If the client is something other than a 990, the words Balance Sheet
will print. Open the balance sheet
- SelectFile, thenReport Designer.
- SelectFinancial Statements, then double-click theBalance Sheet - Current Yearfinancial statement to open it in the design grid.
Use 1 of the following 2 processes to change the heading in the Balance Sheet.
1: Update the conditional expression
- Select into cell A2 within the header.
- Go toFormat, thenConditional Expression.
- Remove the words in theIf true, printbox and replace them with a new title.
2: Remove the conditional expression
Follow these steps to remove the conditional expression and use the same heading regardless of the client entity type.
- Select into cell A2 within the header.
- Go toInsert, thenRemove Conditional Expression.
- Select cell A2 and remove the words Balance Sheet and replace with a new title.
