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Prior year Balance Sheet and Profit and Loss reports changed after editing Items

The article provides steps to prevent or minimize effects of editing items on prior year reports.

Why this is happening

Changing the Item Type or the Item Account(s) can cause QuickBooks Desktop to change the accounts affected by transactions in current and previous years.

How to fix it

If you do not want prior year reports to be affected, select the option not to update previous transactions when editing an item.

NOTE: Changing an item type from Non-Inventory Part to Inventory Part does not pop the option to affect previous transactions. All transactions are affected. Consider creating a new item if you do not want previous transactions affected.

Setting user restrictions is also recommended to work around this issue.

KB ID# SLN42204
4/26/2017 12:50:15 AM
QYPPRDQBKSWS07 9138 Pro 2017 14f887