Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now

Switch to QuickBooks and 70% off for 3 Months

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - How-to videos
  - Webinars
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Tutorials (Videos)
  - QuickBooks Courses
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
- QuickBooks Community
Community

Plans & Pricing
How It Works
Explore Products

Talk to Sales: 877-683-3280

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

Get Started
Ideas
Product Updates
Events
QuickBooks Support
Resources

Ask the Community
Login

Home
QuickBooks Q&A
Reports & Accounting

Reports & Accounting

Reports & Accounting

2,006 Topics
3,683 Replies

All Topics
Questions
Conversations
Ideas

2006 Topics

Reports & Accounting

Can not find my last fiscal year End Balance Sheet?

No text available

Reports & Accounting

Can you assign a sales rep to a customer. When I run an AR report by sales rep it does not show credits on the acct (ie. overpayments)

No text available

Reports & Accounting

REPORT FOR FUEL EXPENSES

No text available

Reports & Accounting

How can I edit the from "paid from Cash on hand" to " paid from Bis Checking accounts"?

No text available

Reports & Accounting

Trial Balance for a specific set of accounts??

Just switched over to QBO.  On my desktop version I was able to filter certain accounts for reports like a Trial Balance(we are a fiscal sponsor for another organization and provide them with their financial reports this way).  I do not see that option in QBO.  

Reports & Accounting

Account Receivable payments in trial balance report

Hi, I have desktop QB Premier 2020.I create AR invoice, receive payment, make deposit. However, when I run trial balance report I don't see the payment in credit side of AR account.QB put it in debit side of AR account as negative amount instead.Is it how QB supposed to work? Please see attached screenshots.Regards, K

Reports & Accounting

How can I enter my PST commission on my PST summary report?

No text available

Reports & Accounting

How do customize the "design" of statements in QB online?

No text available

Reports & Accounting

I made a journal entry to retained earnings but it is not showing on the balance sheet or the trial balance

No text available

Reports & Accounting

I need to adjust the retained earnings from a previous year and after I made the entry the adjusted amount is not showing on the trial balance or balance sheet

No text available

Reports & Accounting

I recently changed the income account for most of my services for clearer/specific reports. Can I see these changes reflected in my '19 report without redoing invoices?

Changes to income account from old invoices seem to be only reflected if I delete the invoice line item, choose the exact same service, retype the description and amount and hit save. Is there a quicker/better way?

stillcanada-emmy

Reports & Accounting

Looking for a report that will give me all details on each expense. If I have an Expense that included an item, plus HST, I want to see 2 lines in the report?

No text available

thecritterconcie

Reports & Accounting

How can I print a report of my business-only mileage for Dec 2019?

No text available

Reports & Accounting

Sales Report including expenses marked as billable

I’m trying to get a sales report to exclude sales tax and It should include the expenses i marked as billable from the add expenses feature 

Reports & Accounting

I can't find undeposited funds account in my chart of accounts. I've checked all accounts, including inactive. Can someone please outline the steps to set up?

No text available

Reports & Accounting

Hi, I keep getting the revaluation amount, exchange rate and unrealized gain/loss columns in my report. Have to take them off manually in each account.

No text available

Reports & Accounting

My client wants to track how much they need to save a year in their budget. How do I add a bank account (savings) to the budgeting feature. Is this possible?

No text available

Reports & Accounting

Journal Entry using sales tax says credits and debits not balanced but total at bottom is

No text available

ericvanzoolingen

Reports & Accounting

I started enetering my trips using Milieage. Is there any reporting cabalility? I use QBO, but missing the Export option

No text available

Reports & Accounting

Can anybody explain how to create report for each sales person's (total 3) performance and margin rate, over due.

sales total

Reports & Accounting

"Not Specified in Sales By Product and Service Summary (Not the discount portion) - SOLVED

I found the answer how to fix it and it is due to tax code use in the deposit. I dont know how to delete this post. How does QB create the report Sales by Product/Service Summary? Based on my understanding,  it should be from the product and service listings when an invoice or sales receipt was created. However, when I generate the report Sales by product and service summary it shows some transactions under category not specified. These are not discounts and rather it is just a security deposit. These has been part of sales by product summary. That's why I want to understand how QB prepare the report in background? So that I can correct if there's a mistake on our side.  

bowenislandconst

Reports & Accounting

It would be really nice if the Supplier Balance Detail Report would let you choose This Year. The report ignores this. Why waste time pulling every purchase ever made?

No text available

Reports & Accounting

Should I set up a expense account for income tax paid ? We have a sole proprietor business

No text available

Reports & Accounting

Hello how to print monthly report for the mileage ?

No text available

Reports & Accounting

How do I create a "statement" that will show all purchases and payments made and received from a supplier?

No text available

Show more activity

Start a discussion

Need QuickBooks guidance?

Log in to access expert advice and community support instantly.

Sign In Sign Up

Powered by Gainsight

Terms & Conditions Accessibility statement

Products

Products
QuickBooks Online
QuickBooks Self Employed
QuickBooks Online Advanced
QuickBooks Live Bookkeeping
QuickBooks Desktop
QuickBooks Desktop Premier
QuickBooks Enterprise
Medium-sized Businesses
Checks & Supplies
QuickBooks Point of Sale
QuickBooks Time
See All Products

Features

Features
Track Income & Expenses
Invoice & Accept Payments
Maximize Tax Deductions
Track Miles
Run Reports
Send Estimates
Track Sales & Sales Tax
Manage Bills
Multiple Users
Track Time
Track Inventory
Manage 1099 Contractors
Pay Employees
Get Capital
Accounting Software

Resources

Resources
Resource Center
Product Support
Tutorials
Blog
Product License Agreement
Contact Us
QuickBooks Apps

Partners

Partners
For Accountants
For Developers
For Franchises

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Small Business

Small Business
Features
Plans and Pricing
Compare Products

Features and Benefits

Features and Benefits
Cloud Accounting
Invoicing
Accounting Reports
Inventory Management

Accountants and Bookeepers

Accountants and Bookeepers
Grow Your Practice Online Center
Offer Terms and Conditions

Learn and Support

Learn and Support
QuickBooks Online Support
Contact QuickBooks Online Support
QuickBooks Online FAQ
QuickBooks Accounting Glossary
QuickBooks Resources

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Products

Products
QuickBooks Online
QuickBooks Self Employed
QuickBooks Pro
QuickBooks Premier
QuickBooks Enterprise
QuickBooks Time Tracking
Mobile Accounting App
App Integrations
See All Products

Features

Features
Accounting Software
Accept Payments Online
Expense Tracker
Inventory Tracking
Invoice Software
Job Costing
Manage Bills
Maximize Tax Deductions
Mileage Tracker
Payroll Software
Run Reports
Time Tracking Software
Track Sales & Sales Tax
Move from Desktop to Cloud
See All Features

Resources

Resources
Small Business Centre
Product Support
Tutorials
Intuit Education Program
Contact Us
Find a ProAdvisor

Partners

Partners
For Accountants
For Developers

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Products

Products
QuickBooks Self-Employed
QuickBooks Online
QuickBooks Payroll
QuickBooks Online Accountant

Resources

Resources
QuickBooks FAQs
QuickBooks Small Business Tutorials
QuickBooks Self-Employed Tutorials
QuickBooks User Community
QuickBooks Webinars
QuickBooks Events
Switch to Quickbooks Online
Product License Agreements
Business Advice
ProAdvisor Certification

Developers

For Developers
Intuit Developer
Developer Community

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Fonctions

Fonctions
Revenus et dépenses
Déductions
Production de rapports
Devis
Ventes et taxes de vente
Factures à payer
Heures travaillées
Gestion des stocks
Rémunération des employés
L’ère de l’infonuagique
Accepter des paiements en ligne

Ressources

Ressources
Centre des petites entreprises
Soutien technique
Programme d’éducation d’Intuit
Trouver un ConseillerPro

Partenaires

Partenaires
Pour les comptables
Pour les développeurs (anglais)

À propos d’Intuit Nos offres d'emploi (anglais) Médias

© 2026 Intuit Inc. Tous droits réservés.

Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service et de soutien peuvent être modifiés sans préavis.

Conditions d’utilisation.

About cookies | Manage cookies

Renseignements juridiques Confidentialité Sécurité

Sign up

Already have an account? Login

Login with SSO

Sign In

Let's get you signed in

No account yet? Create an account

Login with SSO

Sign In

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview