Reports & Accounting

Hello,  My company has started to use QBO, and we have our own progress invoice template that we would like to use. Is there any way we can import this progress invoice template on QBO? I have heard through an estimate but unsure how. Another method I was looking to use, is an integrated app to create the invoice and import the data to QBO. Would anyone know what app would be helpful in fully customizing a progress invoice?

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GST/HST quarterly have all been done and filed.  I will change to annual for this year.   Not many transactions but a enough to need to know how to properly create and submit what is needed from expenses and taxes.   Are there online templates here that can help?

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I use to be able to change the vehicle for multiple trips by clicking one button and selecting my other vehicle

How can I email my bank statement? Email needs to include my name and account number?

The bank date changes in the text for a Visa deposit - one day it is VI0203 ACT123 the next day it is VI0204 ACT123?  Is there solution for wild characters or maybe they are an advance feature of an upgraded QBO?

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The different amount was posted in the balance sheet but it didn’t post in the AP Aging Summary report.

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I'm looking to pull a report that will show me quantities of each product sold to a specific customer. (We are trying to assess which of our products are the most purchased by one customer over the years). Would love to pull a report without having to scour invoices.

I recently created and shared several custom reports with company users who only have access to see reports. If I go and change the report details and resave it, the company users now see a second report with a "-1" at the end of the report name. Each subsequent save of the report generates another report in the user's list. My list of custom reports remained the same. Is there any way to avoid this if report changes need to be made? Our users now have 40 extra reports in their list.

Hello, I would like to create a report that show the relationship between my current invoices and my current bills - and ultimately the gross profit. We are a logistics company - and we would like to see the revenue that we make from one single transaction. We invoiced our customers for a delivery and then pay the carrier to carry out the shipment. The invoices to customers and the bills from vendors are tied together using our Pro Bill #.  Is this kind of report possible for QBO ? Thank you kindly for your help.

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needed for statutory holiday pay

I have 2 taxes that I have run reports and made payments, however I have discovered that I have many errors in those reports.  I have tried to fix the problems but only make things worse.  I think the solution is to delete the tax reports and start again.  How do I do that?

sending a customer transaction statement to customers and the system just sends a summer an the email body. How do you attach a pdf?

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This seems to me to not just be a credit or negative in the "Software Domains" account. Any suggestions?

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