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Home
QuickBooks Q&A
Reports

Reports

1,280 Topics
1,696 Replies

All Topics
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1280 Topics

Can I run a report that filters or groups by a custom field value? I use a custom field to track spending by employee, and need to report annual total by employee.

We used to use tags for this, and I could run a report that pulled all transactions with a particular tag. I am not seeing a way to do this for custom fields, or even a way to filter or group a standard report by the custom field value.

1 year ago

Telmen-Munkhchuluun

Reports

if general ledger couldn't export what can i do? If data is too large

No text available

1 year ago

Bess-Abernathy

Reports

can we print a bill with classes

Can we print a copy of a bill with classes visible?

1 year ago

cheri-g

Reports

How do I add our Reconciliation Report to our Management Report?

No text available

1 year ago

Kashif-Aslam

Reports

Dr cr entry cash to sales

i have given discount to the customer 50AED and get 450 AED share its general entry...where in software i can check it

1 year ago

anas-hasan

Reports

I cannot find in general ledger list, Location and class as option to select for rows or columns of a pivot. How can i select location and class in the pivot report?

No text available

1 year ago

Rachael-Armstrong

Reports

I want to pull a report of all payments and related invoices please help how can I do this?

No text available

1 year ago

JustinK8891

Reports

I have reported this case but no further update since early of t his month. Please help. Case:15136171431

This is relation to Financial planning Module

1 year ago

barbaraf1

Reports

how do I categorize a new laptop purchase for business?

No text available

1 year ago

the-beautyroom

Reports

how to i get the balance sheet to send to accountant?

No text available

1 year ago

feelskuwait2020

Reports

can i ask how i will get movement trial balance from , i can extract April 2025 trial balance which will be opening for May 2025 i want report for movement

may 2025 opening trial balance is the ending of April 2025 also there is ending for may 2025 , i need to get movement trial balance which help me how i get ending trial balance

1 year ago

Arazeh

Reports

Can we customise payment receipts and statements of accounts on QBO?

No text available

1 year ago

ontheroadmechani

Reports

Hi, why is it saying minus on a few of my other expenses in my profits and loss report? What have I done wrong?

It's is not taking the expenses from the total.

1 year ago

haitham-nassar

Reports

is it possible to assign multiple roles to a single user in QB online.Also how can I forbid the accountant to enter journal entries for the previous day?

User roles aren't flexible to create, some options are dimmed, and no selectable.. is there a way to have more control over that, with more options.. like the QB desktop version?

1 year ago

info2162

Reports

while exporting any reports i want to see the description instead on memo

In View VAT Details, when I export to Excel, I want to see the description for all purchase, expenses and bills instead of the memo

1 year ago

Alamir-Abdullah-Khalil

Reports

provide trial balance that includes eight columns: 1-First period Balance , 2-transaction during the period, 3-total,4-last period balance - debit and credit for all

Please provide a report for the trial balance that includes eight columns, as follows: 1. First period Balance (Debit) 2. First period balance (Credit) 3. Transaction during the period (debit) 4. Transaction during the period (credit) 5. Total (Balance + Transaction) (Debit) 6. Total (Balance + Transaction) (Credit) 7. Last period balance (Debit) 8. Last period balance (credit)

1 year ago

TBBCyberjaya

Reports

I am having few business outlet and tracking Profit and Lost Report by Location. But i am not able to customized view P&L by month for each location. Any idea?

No text available

1 year ago

may14

Reports

Can I create journal report by classes?

No text available

1 year ago

accounting658

Reports

When I export a profit and loss comparison report to excel, it is opening in excel showing zeroes in the entire report. It is importing the format but not the numbers.

No text available

1 year ago

robsbodyfix

Reports

Which category for clinic consumable expenses?

No text available

1 year ago

raganintegrativetherapy

Reports

Can I include months for a profits and loss report from before my subscription?

No text available

1 year ago

eunicaacountant

Reports

can we convert reports to spreadsheet

Converting pdf documents to spreadsheet like Excel

1 year ago

BrianQW

Reports

Change default columns on transaction report (QB Online)

When I run the transaction journal report, or when I click on an account on the trial balance, balance sheet, or P&L, I would like to change the default columns so that "Class" always shows up, rather than manually clicking the Gear and ticking off the "Class" column. How can I do this? Using quickbooks online canada.

is there a report to know supplier invoices are uploaded for all supplier bills entered ?

No text available