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Home
QuickBooks Q&A (Global)
Reports

Reports

1,296 Topics
1,711 Replies

All Topics
Questions
Conversations
Ideas

1296 Topics

can we issue a journal entry for balance sheet opening balance

No text available

1 year ago

carpediemitadvis

Reports

If I submit an expense report to my client, how do I record the amount when I receive it in my bank?

No text available

1 year ago

starfleetgirl

Reports

When categorizing transactions, is there a way to set up rules for it to remember to always label a vendor to a specific category so I don’t have to change it every time?

For example, Sherwin-Williams would always be materials and supplies, but it doesn’t always label it that automatically.

701

1 year ago

greenfg17

Reports

can I send my customer a statement or report showing the invoices that were converted for each estimate?

I want to be able to show my customer a report of the progressive invoicing. He wants to see what invoices applies to each estimate.

101

1 year ago

quickbooks

Reports

How can I unmatch banking transaction to journal?

I've accidentally matched a transaction 3 times to a journal entry. For some reason though when I go to "Online Banking Matches" I can clearly see the deposit listed 3 times, but there is no green "Unmatch" button. The amount also makes no sense as it is not even close to anything in the journal entry itself. How can I unmatch this?

1 year ago

n-neill

Reports

I cant find an option to generate monthly statements for my customers - can you help ? It doesn't appear under batch actions as it is meant to ?

No text available

1 year ago

n-neill

Reports

Hi I can't seem to find an option to generate statements despite following the help guide ? Can anyone help ?

No text available

1 year ago

Ruth Leighton

Reports

Can I fix or do I need to call QBOL - The Trial Balance on Spreadsheet Sync disagrees (appears to be missing several rows)

I have tried recreating but the same rows are missing each time

1 year ago

alex220

Reports

In statements, under the heading summary, what does overdue payment and outstanding balance mean?

No text available

1 year ago

Richmondptandperformance

Reports

My credit card payment is categorized as a "transfer". I need to change it to an "expense" so that I can break down the payment by expense category. How do I change that?

No text available

701

1 year ago

Elizabeth19

Reports

How do we turn off the new Performance Center? QB wont let us open reports anymore. Plus the 10 quick charts do not help much --we are a non profit &use custom reports.

No text available

241

1 year ago

brock-peng

Reports

The customized report feature is so easy to use. As a third-party developer, I am very curious about the detailed technical solution used for this feature

No text available

1 year ago

bbends

Reports

I have a Canadian Company using QBO CAD. We will open a US Subsidiary. Can I connect my Canadian Company and my US Company in QBO for consolidated reporting?

I would like to use the US QBO features for payments , banking links and tax calculations so the US company needs QBO US.

682

1 year ago

vstay67

Reports

How can I see older bank statements

I need to access older bank statements

1 year ago

drull

Reports

We are using Revenue Recognition for some of our invoices. Why is the income from the Revenue Recognition Report not showing on the Profit and Loss report?

No text available

1 year ago

skraft

Reports

Has anyone had a problem with paychecks showing on reports but not on the bank account in the chart of accounts?

No text available

1 year ago

hollyberry139

Reports

How do I run a 3rd quarter report of all income to use for reporting state taxes?

No text available

1 year ago

paul260

Reports

Do I get to create my own categories in solo product

No text available

1 year ago

SIGMA03

Reports

My custom reports that included Ungrouped Tags no longer populate because Ungrouped Tags is no longer an option on that report. Help!

No text available

1 year ago

kchild007

Reports

Is there a way to modify spreadsheet sync multicompany trial balance report, to render the data in account number order as opposed to account name alphabetical order?

The report provides the correct data, but the order of the accounts is nonsensical in account name alpha order.

191

1 year ago

gaydhstore1

Reports

How can I add locations to products and services report to clarify which number of products are in which branch?

I am stumped this part and I do not want to set up multiple accounts just to filter item locations. Not only that I couldn't find a way to use the multiple locations I set up. I just want a way to add location columns on the final report or set up multiple tables on the same account. Anything to filter inventory items

131

1 year ago

africangoldcarp1

Reports

How do i get a sales report by month? Just the amounts not the actual product

Sales report by month. Just the actual figures (paid or not)

1 year ago

karenmagakempharvey

Reports

Is anyone having trouble with the close date password not working? I'm entering a journal entry to a date before the close date.

No text available

1 year ago