Reports &amp; Accounting

carson9

When entering year-end adjusting journal entries, the "Is Adjusting Journal Entry?" checkbox is not showing, even in accountant view

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Quickbooks Destop 2022 Pro.  I am working on my first month of a new company that I set up.  In Company Information I put the first month of the fiscal year and tax year as June.  It isn't defaulting to that month.  Our year end is June 1 to May 31.  All my reports are defaulting the January-December year end.  When I use help it instructs me to go to Company-My Company to edit this information.  I do not have My Company under Company tab.Please help.Laura

sabina-herdman-g

As a CPA member that is not registered as a "firm" through CPA (just doing bookkeeping), can I still give my clients the draft Financial Reports from Quickbooks?

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Ajay0081

Can we export customer / vendor data containing their Tax Registration Id to Excel Report ?? Kindly Guide

We want to Export all over contacts with details to another erp

RRepairShop

What account for parts used in small engine repair shop?

Can anyone please help me with this answer as I cannot get a response from my accountant, so please don’t say to ask him. I’ve been waiting since last Wednesday to speak to him. We have a small engine repair shop and don’t keep inventory but order parts for each repair. When I do the sales receipt what income account do I put the parts used into. Some say COGS and others say not COGS as we are not selling the parts. Someone else told me I put it in an expense account, but I didn’t think that was correct either. 

jessica-spalgonq

My entry is found in expenses but not in my account banking categorized or for review, nor in chart of accounts

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sheidari81

QuickBooks Desktop Export Payroll data in flat-file format (i.e. csv)

Hi everyone, A client sent us their payroll data to analyze but it's structured in report form and will require a lot of cleaning up to make it usable.  I'm looking for the data in flat-file format. See attached images. Before we embark on cleaning the data, wondering if QuickBooks Desktop has a feature to do this through an export? Thanks! 

dquick

how to create equity statement

I don't know what an equity statement but I have been asked to create on using quickbooks desktop. Can someone help me?

dlewisjohnson

Report that shows sales for an individual employee and what has paid and what is outstanding

I am looking for a report, or how to create a report, that will show how much an employee has billed out in a time period. The report also needs to show which invoices have paid and which ones are outstanding. It is  report that needs to be run quarterly.  A further complication, is that it would need to be able to include invoices that were billed on a prior quarter but paid on a later quarter. Is this something QB is capable of or do I just need to keep doing this manually? Many thanks in advance.

i created two address for one location How do  delete one ?

DevotedDreamer

What is the purpose of the Open Balance column on the Sales by Product/Service Detail report?

Can someone tell me what the Open Balance column is for on the Sales by Product/Service Detail report?  It definitely doesn't show what I consider the open balance i.e. the balance currently outstanding on a customer invoice.  I have a test customer that I have created an invoice for and recorded a partial payment, but the Open Balance column on this report is completely blank.  I would have expected it to show the outstanding amount due.  What is this column in fact supposed to show?

aniz-premiuminno

Under what category does Ontario Small Business Support grant go and what tax code should I use?

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fern-tekroute-ca

How to generate a client statement of activities income expense payable

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joel4

Is there a product report by vendor available?

reset account default settings

Fix payroll journal sync errorsWe couldn't sync your payroll journal entries. Fix the errors we found to keep your books up to date.

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esterhazyesso

Chart of account for a gas station and convenience store business

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Profit and loss statement errors

For the past few months my cost of goods have gone up. When I go into my profit and loss statement and look at my cost of good (food costs) it is listing each invoice twice.  I can’t figure out why this is…it has only been doubling for the last three months. Prior to that it was fine. I can’t figure out what would cause it —if something was changed in quickbooks or someone entering wrong. When I go look at the invoices there is only one. Does anyone have any ideas where to start to figure out my issue.  Thanks 

anltd

Saving scanned docs without attaching to transactions

I’m trying to find somewhere  in qbo to save a scanned doc for my accountant without a transaction to attach it to, for example, contracts, government notifications, t-slips issued to my company etc…I would rather have them access these docs through qbo than to have a huge file to try an email for year end or heaven forbit go in there and drop off a usb! Haha! Thanks! 

fitbitbel-gmail-

Get rid of pre-filled journal no.

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karinnaslund

Does changing a chart of account name or number affect the data in the account?

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omid-surge9-com

Some of my accounts don't appear in the Workpapers >Income Tax.

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ajcaldwe-lakehea

Can I add multiple expenses with different dates in one go? For example I have 10 years worth of statements to enter. For bank fees, I dont want to have to enter each one

Is there a way to enter them all at once? They are the same every month, but would rather not have to go back and individually add 10 years worth of them in.

RRepairShop

Quick books Self-Employed

Hi everyone. I am totally new to bookkeeping and have been thrown in the deep end as my husband and I have opened our own small business.I am very stressed out over it all, so thought I show ask you guys for help!  I was recommended to use Quickbooks Self-Employed, as it’s simple lol and we are a sole proprietorship company. So far I have connected my bank account and marking the invoices as personal or business and selecting a category for them, adding the HST where necessary, taking a photo of each receipt and uploading it and then putting them aside for the accountant. 1) Is that all I need to be doing with my invoices. Everything we purchase is paid at the time. There is no Accounts payables. 2) do I need to be showing shipping we have paid, separately? There doesn’t seem to be a way of doing that in QB Self-Employed or maybe it’s not necessary. Thanks for any insight you can give me. I will no doubt t have many more questions. 