Reports & Accounting

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I have done the switch at year end but some of the funding from the prior year had surpluses which I need to account for in the new year in QBO.

Specifically, I'm interested in (finally) understanding the nuances between how the software/QB does things versus what an accountant would think and/or expect to see based on what they're trying to do. So, one example of what I'm looking for, I just made a JE to debit a legal expense and the associated ITCs to a GST account and credit another asset account since that's where the payment is ultimately coming from. Interestingly, and despite using the supplier's name in the journal entry expense account line, a bill wasn't created, nor did the expense show up in the supplier's profile (i.e., menu -> Suppliers). I had though debiting an expense account + adding a name would create a bill for that supplier you'd then need to pay bills to address (or debit A/P same name and apply that credit using the pay bills feature). What I clued into just now was/is that the current asset account used for the credit is not a bank or chequing account type in QBO which I think now is what actually dr

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Should we use sub accounts, Account numbers, or just uniquely named accounts?

Need to know cost of each project including tax, not just net amount.

When choosing the customization option to "Hide cents" (e.g. show all numbers as whole) on my profit and loss statement, I'm getting lines showing 0 where previously they would not show the number 0 and would instead be blank. Any idea how I can get around this? Makes my statement look bad.

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I want to review my BOMs for each active assemblies. Is there a way to extract all the assemblies as a report.Thanks 

can i filter out customers with negative totals from my A/R report

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I'm getting an error message that QuickBooks allows five levels of accounts. I need to have a few more levels. (e.g. Materials: Change in Inventory: Purchases: Raw Ingredients: Chocolate: Baking Stick). Does anyone know if there's a way to override this?

I would like to have the tax show up after profit line, before net profit.  Right now, it shows up alongside other operating expenses.

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Our utility company is a co-op and sends out yearly dividends to its customers. How do I record these in QuickBooks Desktop? Thanks in Advance!

Is there a way to customize each "widget" within the Company Snapshot screen to display the full information rather than having to scroll down?  For example, the Account Balances widget in the Company Snapshot screen: when I go to print this report it will only print the first 10 account lines but the rest will be dropped, because I cant expand to include the full list. It is not helpful to print this report in this manner - which I would like to do to share with my colleagues. 

Question for ProTax T1

unreconciled

Bank accounts are linked

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