Importing and Exporting Data

A customer is requesting a month end statement, but made a payment after the month end. The statement is not showing the invoices that were unpaid at the month end but have since been paid. Is there a way to change this? It seems a basic feature to have to find a workaround for

my advance 133000 my tottal expensess 135900 how i reconcile with rei

Nothing more to add other that to specify a period which is for the full financial year

somehow 3 months of transactions are not showing up for last year. I'm preparing to file before 10/15 for 2025

I have compared the Portable Long Service Leave Report (Units/Hours) against the Detailed Activity Report and found the Hours are different. Has anyone else been advised to utilise the Portable Long Service Leave Report ?

First Bank changed to PNC. System will not update with old transactions

How to prepare annual report for my own company as an accountant to submit to hmrc?

Reformatted file to .csv in its simplest form, only the three Intuit-required columns: Date, Description, Amount, with no quotes, currency symbols, internal commas, or special characters. Got this error message multiple times over two days. Can anyone help?

Can I post screenshots?

How can I import Journal Entries for sub-account is Parent account:Subaccount is returning "Line Account invalid" error ?

what do I do if entire months are missing from my reports

I cannot generate and download management report. Been using chrome and edge.

I am receiving “We're sorry, we can't find the page you requested” error specifically when selecting Import Data → Invoices.

I am on the Plus Plan.

Time Reports > Payroll Reports is showing a blank white screen. My administrator has let me know that my settings should allow for access to this report, but nothing is showing.

Can you show me uploading a bank statement to bank transaction please?

Anyone else having issues with import payroll data (IIF) into QB for Mac Desktop?

need to do an import

I was doing the reconcilation and there are almost 3 month of the transactions missing

I’m having an issue when manually importing bank transactions into QuickBooks. I complete the entire import process, including selecting the bank account, mapping the columns, and confirming the transactions. At the final step, QuickBooks displays a message saying that the transactions were successfully imported. However, when I return to the Bank Transactions page, none of the imported transactions appear.

Taxable Payments Annual Report in the new version is not compatible with ATO reporting software.

My other cards do and deleted multiple times but still doesn't work

upload invoices in a financial year that were generated before qb was used

I would like to move all my previous entries or invoices, expenses, product lists to a new account?

The miles are in the system but the report downloads and sends blank.