Reports & Accounting

I checked all bank deposit from client were correct.

Hello Community,I ordered UBER and I would like to record it as expense because I used it to offer a setup service at customer location. Thanks

Purchased at $500,000 back in 90’s. Current value $1,000,000 and has been cash flow profitable every year.

No text available

Hello, im trying to reconcile my quarterly taxes due and my beginning balance in QB is different than my physical statement. When I calculate the difference it is exactly the amount of my loan, which I also reconcile every month. The loan of coarse balances. I tried to undo the last few months and now they no longer balance due to the loan?!?? What am I doing wrong? Please help. Jenn 

No text available

Does QB support WCB Alberta?

No text available

How do you adjust the account balance for Cost of Goods Sold? My client is using Square to process sales and then imports the sales to QuickBooks Online. The COGS for these sales is not coming from the Product list so the amounts are way too high, how do you decrease this amount?

No text available

how do you record an overpayment for a service as a tip in quickbooks desktop?

How can I create a sales report for "Customer Type"? B2B, B2C, etc...

No text available

Hi I'm an existing business, just starting out with QuickBooks online.  I've connected my accounts with no issues.My current year end is march 31st and plan on starting with QuickBooks in my new fiscal year as of April 1st.  Do I need to exclude all bank transactions from the previous fiscal year?  As I do not intend to add any of my previous fiscal years books into QuickBooks.   

Its hard to have to retype everyone's email every time i need to send quarterly statements

I used to be able to change account names and account types. Now, the pop-up asking me if I'm sure that I want to change the account doesn't appear when I click Save. I have to hit Cancel and _then_ I see the confirmation dialogue. However, because I cancelled the change, clicking Yes to the confirmation doesn't do anything. So it's now impossible to edit accounts after entering them into the COA. Makes it much, much harder to use QBO (not that it wasn't hard enough to use already).

Want Product/Service items sales by summary

I send statements to 50 people quartely. it would be convenient if the templates can be saved and all i had to do was change dates for new statements

No text available

Hey Everyone, Using QBO and just started using the Customer Type field. I'd like to run detailed sales reports to include P&L, Profit % etc.  I've searched every report type and few even have the option to search anything by Customer Type. I did some online research and it mentioned to choose Custom Reports which I cannot find located on QBO.  The video I watched was for Desktop edition.  I called QBO C/S and they could not help either.   Any advice or workarounds would be awesome. Thanks, Paul

Hey Everyone, I've reached out to QBO Support on this but they gave me the run-around and said they'd look into it but it's really affecting our practice now. The issue is that Logos have gone crazy in QBO Quickbooks online lately, sometimes they just don't show and others they are SO LARGE they push the report into a small are of the page (See below example) This is just the top of a Profit and loss report. Previously this never happened with this company file. Now you can see the HUGE logo pushes the header over to the upper right and expands the report width. This then creates a large amount of wasted space between the accounts and the first totals, then again to the second set of totals. The areas i've marked out as wasted space were completely blank white space. We've tested this on maybe a dozen company files on different Computers all using different browsers with cleared Cache and also incognito mode so it's nothing to do with that. I'm thinking this is

Hello,I just opened a QuickBooks Online account and imported (via CSV import) all of my accounts and their opening balances successfully, except one - Retained Earnings. I can't seem to find a way to add an opening balance. What is the best way to handle that?Thank youMarko

I can generate current YTD actual vs. prior YTD actual and I can generate current YTD actual vs. current YTD budget, but I cannot figure out how to combine this information into one report.

No text available

The Customer Business Number details are recorded under Additional Info but there does not seem to be an option to add this field to a custom report