Reports & Accounting

We got a customer invoice that was edited from Customer "C" to Customer "F" but it's not part of the audit history. I know for sure it was just changed just after Apr 18, 2023 because:1) The account owner just chatted it needed to be voided with the specific link to that particular invoice.2) I have exported a detailed Sales Report just last Tue (Tuesday, Apr. 18, 2023 02:59:05 a.m. GMT-7) that includes that specific customer invoice which bears the name of Customer C but now....I just checked and the invoice in QBO says it's invoiced to customer F but that change is not part of the Audit History. Has anyone experienced this issue? Or a similar one?Do you think the audit history is still reliable?

I am new to QuickBooks and I want to start reconciling but the beginning balance is incorrect, how do I change this?

income account does not show up in invoicing

How do you produce the biggest donors report on Quickbooks Online?

How do I print a Customer Statement that includes the description field from the Invoice?

I need to run a detailed Budget report by month, all  months at once (exactly as I was posting the Budget by month), not the total year like in the Budget Overview report. I need each month separately, but in one report. Thank you.

No text available

I have added all opening data and bank balnce matches to the penny but the two reports are different.

I received a grant via direct deposit to the bank. It went into an old unused account. The spend is restricted and will happen later this year. When I deposited it "make deposit" entry, it shows as grant income (Federal Grant) on the P&L. and the associated high net income. In the meantime, if I create an unexpended grant expense account....which offsets the grant income on my P&L, it net zeros the bank balance on the Balance Sheet. What am I missing?

No text available

Hello, we are using RoseRocket to generate bills and invoices for our carriers and customers. Afterwards we would sync those transactions over to QBO for reporting. How can I keep track of those synced transactions? For example, I would like to log in QBO on Tuesday and run a report that shows all the bills/invoices that was synced from RoseRocket to QBO on Monday. Thank you for the help!

No text available

No text available

No text available

No text available

No text available

I am using Qick Books Online Plus, the Canadian edition. I am trying to customize the Budget report by specifying the accounts to report. In the Filters under Distributed Accounts, I am able to use the "selected" feature to pick accounts. The accounts I pick are shown in the report, but only if they are Income, Cost of Goods or Expense accounts. The selector allows me to pick a Current Asset account (the select box shows a check mark), but the transactions for that account are not reported. How can I include a non-P&L account in the Budget report?

No text available

How can I import my paypal transactions from last year? Upon connecting my account, it only enters transactions from the current year

No text available

I'm at year end and our CC reconciled fine.But I have "uncleared payments & credits" stillWhen I checked, these are not doubles.  If I deleted them, it will un-reconcile everythingI'm not sure if the online system created an error over the past year creating these (10) entries

When i am looking at the accountants log the user space is saying "DO NOT USE" i am wondering what that means.

No text available

I can't do this by editing the chart of accounts.

No text available