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QuickBooks Q&A
Reports & Accounting

Reports & Accounting

2,005 Topics
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I am unable to export reports to pdf. I just get an server error. Is this happening to anyone else?

No text available

5 years ago

usermedeirosdnelly

Reports & Accounting

I deleted a journal entry by mistake how do I get it back

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I have recently switched to QBO from Sage 50 for our construction company. My most commonly used report in Sage was a Project Income Detail report showing all income (invoices) and expenses (subcontracts, materials) for a particular project. The report should include all the individual transactions, as well as the totals for each category (income, subcontracts, materials, etc).  I cannot find a comparable report in QBO.  The closest is the "Project Profitability" report but it gives no detail on the transactions, only the summary/total amounts in each category.Can someone help me find/customize a project detail report? Thanks in advance!

5 years ago

LaterWhen

Reports & Accounting

Is there a way to create a Transaction by Tag report for only one tag? It seems that one can only choose Transaction Report by Tag Group, or by Ungrouped. Why?

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5 years ago

user13231

Reports & Accounting

Why do I have an amount in COGS in my report by product/service summary but I do not have any COGS entered in the specific item.

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5 years ago

kristalynnemille

Reports & Accounting

Even though i have entered the tax codes in the chart of accounts, i still have to enter them when i'm posting

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5 years ago

sue-kyle

Reports & Accounting

My Customer Sales Summary and Proudct/Service Sales Summary report totals match but my Profit & Loss total Customer sales for the same period does not?

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5 years ago

boydsbasics

Reports & Accounting

I am working on 2020 but can't get any of the reports to print for 2020. How doo I make my "operating date" to be 2020?

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5 years ago

guracine

Reports & Accounting

If I changed the category of a receipt when does that new info sync with the reports

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5 years ago

user13231

Reports & Accounting

Why does my report name not show properly in QBO? A/R report shows the name as A/R Aging Summary when accessing on line through QBO.

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5 years ago

SgtNumbers

Reports & Accounting

Attachments and Reports

I am looking for a way to customize a report that lists transactions such as the first level drill down from a balance sheet or a P&L so that it can indicate which transactions have attached documents and which ones do not, or how many documents are attached to each transaction.  It seems to be possible in QuickBooks Online but I've not been able to find it in QuickBooks Desktop.  Does such functionality exist in Desktop?

5 years ago

paulamendola

Reports & Accounting

I'd like to make a report "Sales by Customer Type Detail" but with Tags. I've used the Tag feature to note if a customer was new business or recurring. I want to see this

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5 years ago

bemhowells37-hot

Reports & Accounting

Will quickbooks let me enter transactions manually from the bank statement?

i have three years of bank statements with no backup. can i just enter them manually with out all the details?

5 years ago

Razor Accounting

Reports & Accounting

GIFI Export Quickbooks Desktop

This question is for Quickbooks Desktop. Does anyone know how to export a balance sheet and income statement to Excel with the GIFI included in the Excel report?

Why dont my sales match my profit loss

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5 years ago

bewilson

Reports & Accounting

Is there a chart of accounts sample for a new financial investment firm that I am creating?

No text available

5 years ago