Reports & Accounting

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Good afternoon - I cannot get the scheduler to send reports in spreadsheet format, contrary to the instructions I follow.  The only possibility is PDF. Any way to overcome this please? Thank you.

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I already have a Bad Debt setup in Chart of Accounts and within Items but from there where do I go?Do I simply create a credit memo for the customer and then only apply it if they do indeed pay us?Thanks

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How do I track the cost of employee time per Job? Job profitability report only shows the billable costs, but not the cost of billable time.

Hey everyone, I hope your day is going well. I' m trying to generate a report that displays the info above on QB; I've tried generating a few customer detail reports but it doesn't quite display the info I'm looking for. Does anyone know what type of report I'd need to print to get the info in the chart above? Thanks!

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Report that shows missing values in the Project/Job field.  that's what I am looking for.  Thanks

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How do I print reports with the GST included in the price of expenses? When I did my year end taxes, I printed out the required reports and none of the totals included GST, so my accountant had to re-tally everything...not very handy.. Is there a setting or something that I can change to have all expenses include GST in the reports?

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I have purchased a new truck valued at $57,405 before trade in and taxes but after applied discounts.We traded a truck, recorded in vehicles, trade in value $28,000 as well as a personal vehicle valued at $15,000.How do I record the new truck and remove the old one? How do I record the "personal" vehicle portion of the trade?I am in Ontario.Thank you for your help!

In Quickbook desktop I used to be able to produce a multi year comparison of budget Vs actual yearly totals.  I only seem to be able to create a one year report in QB Online.  Is there any way to create a multi year budget versus actual report with columns being yearly totals?

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Hello, I need to extract a GL from QuickBooks which has no subtotals included, i.e. I need an Excel report which just has a single row for date, transaction type, amount, account code etc. The way that QuickBooks currently extracts the GL makes the data very hard to manipulate in Excel (ie. I cannot use filters etc.. due to blank value in some rows because of the subtotals). Does anyone know a workaround for this?Cheers, Hannah  

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Hi, I am new to quickbooks - I entered a long term liability for 100,000 but the balance says it is 100,400 - when I click on account history, and double check the journal entry, it all says 100,000 - but the balance remains at 400 extra.  Also, this 100,000 - we pay 400.00 interest each month on it - I created an expense interest account for this but everytime I enter the expense, it does not show up under the account. A few of my expenses are not showing up under the chart of accounts and I don't understand what I am doing wrong. Really frustrating, and really need some assitance! Thanks in advance.  

Moving to QBO has been the worst decision ever... anyone thinking about it DO NOT! Is there anyway to get into the old desktop file? pay for a subscription there too I guess is one option. did a trial version that has now expired. Need data to complete ROE for employee?

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