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Home
QuickBooks Q&A
Reports

Reports

1,288 Topics
1,704 Replies

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1288 Topics

compiling the corporate tax return for the period 2023-2024, but the protax app has pre-set 2022 and 2023 in the report template.

I am compiling the corporate tax return for the period 2023-2024, but the protax app has pre-set 2022 and 2023 in the report template.how can I change this? Also, with the same report, the software identifies an error with box 480, related to the activation of box 95, which however i am not allowed neither to select nor to deselect ! can anyone help there hopefully?

1 year ago

roviengNew Member

Reports

Account detail types vs parent/sub accounts

I'm trying to cut down on some of my accounts (due to the new limit on our plan) and wondering what the purpose is for the detail types - like having auto and administration expenses etc. These never seem to be subtotalled in any of the reports .. and seem totally useless.. and we end up creating parent accounts (which we don't really want to post to) but enable us to subtotal. is this pretty much the sum of the situation, or am i missing a way to use the account detail type?

1 year ago

admin342

Reports

Hi,Looking for an email that was sent from QB with a statement. I can see the statement but would like to see a copy of the actual email sent to the client..

No text available

1 year ago

womenshealthprojectcbmg

Reports

How do I merge Classes?

I have exceeded my class usage on Plus Plan. I can not reduce classes, so how do i merge them to reduce usage?

1 year ago

petejadair45

Reports

How can i find QB online checking account statements?

I use QB as my primary checking account

1 year ago

bobbipereyra

Reports

What expense category should I use for a surety bond premium? Insurance?

No text available

1 year ago

hypermedia-mike

Reports

Total sales report for 2024 not showing the first 2.5 months in a custom range. I had to make 2 reports.. How can I make it all in one report.?

No text available

Do you help on journal entry?I create new fixed asset account in chat of account and now i want to make journal entry but it's not appearing.why?

I created new fixed asset account in chat of account and now i want to make journal entry but it's not appearing. Why?

How do I change signage inbudget vs actual reports. eg act inc £4k, budget £6k - difference correctly shows as -£2k.QBOL uses the same logic to costs so the sign is wrong

eg actual costs £100, budget costs £700 should be plus £600 but the report shows -£600 so it doesn't add up. Thanks

1 year ago

lcaiazzo8866

Reports

How do I How can I correct the category rent was charged to for one month only?

No text available

Running Balance Sheet by Class for an X period, I only see the beginning balance, not the balance which include subsequent transactions for same period. Why is this?

Beginning balance was entered with Journal Entry. Transactions as Income and Expenses.

I ran a profit and loss report and the amounts of sales are incorrect each month. How do I correct this?

No text available

1 year ago

miles4sc

Reports

Hello Community,Where can I find Categories under Account and Settings/ Advanced

No text available

1 year ago

Leanne-Behan

Reports

is there a way to change the decimal place in the percentages - currently showing on reports as 100.00% - I'd like it to be 100%

No text available

1 year ago

Andiswa-Maphumulo

Reports

Hi, How to create a journal entry

No text available

With the expense sheet where it says approved by and claimant .Is that digitally signed?If so where can I find my signature?

No text available

1 year ago

finance214

Reports

is it possible for quickbooks statements to maintain the original currency when having the total?

No text available

1 year ago

kasaneacc

Reports

Why does the balance for a customer under Customer Balance Report not show the same balance for that Customer on the balance sheet?

No text available

1 year ago

Mohsin-Khan

Reports

I try to export my balance sheet to excel. The excel sheet gets downloaded and all the accounts are present in that sheet, but the balances are all zeros.

The balances are not zero in my quickbooks online, but when it gets exported, it is all zero.

1 year ago

kasaneacc

Reports

why does the balance of the supplier summary report and the accounts payable amount on the balance sheet sheet not balance?

for the same period with the same settings

1 year ago

mike530

Reports

How do you cancel or change an email in an automatic scheduled report?

No text available

1 year ago

hdfatboynj

Reports

How do I print out a profit and loss report off the mobile app

No text available

1 year ago

s-miles

Reports

Why isn't the bank balance listed on the transaction report?

I'm trying to reconcile our checking account. The columns are date, type, ref, acct, payee, deposit. No bank balance column to follow.

1 year ago

anshullakhanpal333

Reports

I want to export Sales report from period 1-April-2024 to 5-March-2025. I tried many times, but all data is mismatched. Sale by Invoice is not matching sale by customer.

Vishnu Datt Sharma (+61 423 842 222). Call me, otherwise I'll disconnect my subscription with you. Because your team is not guiding me properly. Mail I'd - vds@deepayurveda.com

1 year ago

graceytan

Reports

Projects - Not showing the Overview

The expenses added to the Project does not show in the Overview : Income - Costs = Profit.What may be the reasons behind this problem? How do I rectify it? Thanks

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