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Home
QuickBooks Q&A
Reports

Reports

254 Topics
460 Replies

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254 Topics

Why does the sales snapshot not equal profit and loss sales?

No text available

6 years ago

varley-janine

Reports

Why does the A/R and A/P Ageing reports reflect different figures whe n I choose "current" and "report dates"

No text available

6 years ago

adilam

Reports

imported invoice templates

when importing a template that contains "tax rates" the tax rate does not display on the invoice.kindly assist with a solution.

6 years ago

gregory_accounta

Reports

Can you help me with the step by step process of capturing a bank statement of one of my clients using QuickBooks?

No text available

6 years ago

hansiem

Reports

How to configure statements beyond the 3 standard templates

No text available

6 years ago

adilam

Reports

How to age journal entries that reflect on a customer balance summary and supplier balance summary ?

when extracting an ageing summary it reflects those customers/suppliers with zero balances which include no invoices/bills only deposits/cheques/payments/journal entries which cannot be matched and cleared / aged. Kindly advise how to clear these allowing for it to be removed from the ageing analysis.

6 years ago

priyankac

Reports

How to allocate a journal entry to a payment for ageing analysis purposes?

No text available

6 years ago

michael113

Reports

Hi there. I have notice that I can only update balance sheet accounts when using Quickbooks for the first Time. Can you not import a full Trial Balance from PY

No text available

6 years ago

accounts171

Reports

I NEED TO KNOW THE VAT PAYABLE REPORT HOW DOES WORK. BECAUSE I WANT TO DO AN EXERCISE OF WHAT I SUBMITTED TO SARS AND THE BALANCE TO MY REPORT. THANK YOU

No text available

6 years ago

hansiem

Reports

Can I exclude open invoices (not yet sent out) from client statements? & Is it possible to add an ageing schedule to a transation statement?

I am sending out monthly statements and there are invoices I created but not yet sent out as the work is still in progress. When I generate a statement it pulls these invoices and I would like them to be excluded from the statement as they obviously are not finalised

6 years ago

loanay02

Reports

I'd like a report that 1) shows the Profit and Loss of my Products / Services... 2) filtered per Project

No text available

6 years ago

warren8

Reports

How do I print customer statements

No text available

6 years ago

renedewet

Reports

How do you delete an unnecessary report?

i have renamed a report and now have two identical reports with different names. how do i delete the unnecessary one?

6 years ago

azma-syed

Reports

How do i run a report to show balances only

No text available

6 years ago

laurence3

Reports

My home dashboard shows graphics for Income, Expenses, Profit & Loss and Sales, but my partner doesn't get Profit & Loss on her dashboard. How can I add this to hers

No text available

6 years ago

dianne6

Reports

Can I generate a dispatch sheet/report listing all deliveries per invoice with stock item and quantity?

No text available

6 years ago

sharon36

Reports

How do you include comparative figures for a Trial Balance? I do see that option at the Balance sheet and Profit and Loss, but not at Trial Balance.

No text available

6 years ago

impalafence

Reports

Good day, I have a problem where my purchases do not update on my VAT report, is there a setting I must change for it to show on my VAT report?

No text available

6 years ago

anathi7104

Reports

Moving from using excel to using quickbooks.I had a general ledger format that I used to record expenses in my workbook.how do I get these records to quickbooks?

No text available

6 years ago

johan3

Reports

Customer statement has a credit balance but I am unable to create a statement for them that reflects the credit balance.

No text available

6 years ago

sandile

Reports

Hi. My journal entries are not reflecting in the trial balance/ statements

No text available

6 years ago

brahman

Reports

When creating a bill, picking a category does not autofill the description. What to do in order that the category autofill the description?

No text available

6 years ago

anele-malumo

Reports

Can I convert the quick books customer statement to excel?

No text available

6 years ago

Cookie19

Reports

Reconciliation Discrepancy Report

The amount I am off in the reconciliation is exactly the amount that is showing on the RDR. I'm not familiar with QB and not sure how to fix this issue. Looks like the amounts were deleted. I am confused however because I search the amount $5336.00 and I see this amount, the Bill entries as well as the Bill Payment entries, which looks correct. However, the other three amounts do not show up at all.  The other three definitely seem to be deleted. I searched the last reconciliation report and all transactions were cleared. (?) 

6 years ago

shelton

Reports

Report bug - can I change my logo?

I want to change my logo. Every time I go into the edit screen to select another logo that I've uploaded it does not save my selection as the new default. I get a blank square. It does not accept my selection for a new default.Additionally it also deletes my company name and registration number each time. I think there is a bug in your system. This happens repeatedly. PLEASE GET BACK TO ME ON THIS.