Parent Account Now Shown As "Regular" Account

This is probably most common parent account issue you'll see. It almost always is a result of QuickBooks (desktop) showing an account that was previously a parent, now as a subaccount or a regular account, due to a smaller date range being exported.

Here's some language to quickly address that issue:

Hi [FIRSTNAME],

Thank you for your email, I am happy to assist.

CFO Scoreboard expects your chart of accounts to be consistent over time in terms of its parent and child accounts. QuickBooks can get into a little bit of trouble here because an account can either be shown as a parent or as a child, depending on what time period is being shown and the transactions during that time period.

In your most recent Profit & Loss, the account [Attorney Fees] is shown as its own account without any sub-accounts under, but in a previous statement [Attorney Fees] had the sub-accounts [ ]  and [ ]. I have attached both documents with the accounts highlighted for you to review. This inconsistency is what caused a conflict in CFO Scoreboard. 

I recommend exporting a new Profit & Loss and Balance Sheet from QuickBooks that runs from [EARLIEST DATE - LATEST], and then importing those into CFO Scoreboard. Having one large export from QuickBooks that includes the date range currently in CFO Scoreboard ensures that the chart of accounts will be consistent.

We have a short video below on how to export your financial statements from QuickBooks into the format that CFO Scoreboard requires. 

http://help.cfoscoreboard.com/category/66-accounting-system-export-instructions

Let me know if that works for you! Happy to help further if you have any questions or would like me to walk you through the export process.

Before uploading the new statements, please clear out the dates from the document headers. CFO Scoreboard may otherwise try to use those as the date range. I have highlighted in blue where these occur in the attachments.