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QuickBooks Q&A
Reports & Accounting

Reports & Accounting

2,006 Topics
3,684 Replies

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2006 Topics

When reconciling a bank account, is there a reason that QBO is not automatically downloading the bank statements? The bank feed is connected, but no available statements

No text available

6 years ago

jen-awlock

Reports & Accounting

Can I run and send a Customer Statement on the QuickBooks app for my iPad?? I am working from home and unable to access my PC and I need to get some statements sent.

No text available

6 years ago

LTaylorSSIFPD

Reports & Accounting

Reports - Profit & Loss

When I access Reports - Profit and Loss it only shows the income accounts what do I do to correct it so it shows both income and expense

6 years ago

JaneOG

Reports & Accounting

Item description in the accounts receivable report

Hi!I would like to to see the item description in the Transaction report (like Accounts Receivable for example). Now I can see only memo in the field MEMO/DESCRIPTION. Why it does not show 

6 years ago

scottalanplumbin

Reports & Accounting

My previous GST reports are showing balances, should they be zero? we recently changed from desktop to online

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6 years ago

kira3

Reports & Accounting

I would like to create an adjustment entry to move my prepaid expenses (Balance sheet item) to my expenses (Income statement item). Is there a way I can automate this?

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6 years ago

Tyee

Reports & Accounting

Recording Income Tax Owning and Payment

I am trying to clean up a couple of items.  I have a Federal Tax account in my current liabilities.  When I compute my taxes I entered it as a bill and posted to this account.  When I go to pay the bill I am able to pay it but it shows up again as a debit to the Liability account.Ie if taxes owing are $5,000 I post it as a bill and shows up on the BS as a liability (as it should), then I go to bill pay and pay it.  Should it not credit the current liability account as it is now paid?Please help

6 years ago

tkrempa71

Reports & Accounting

A client e-transfered $100 to the company. $50 for the service and 50.00 as a tip. If the eTransfer was 100.00 how can you seperate the revenue from the tip?

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6 years ago

lloyd2

Reports & Accounting

Why can't I set up columns for the dollar change and the percent change, in the comparative Balance Sheet for one of my clients?

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6 years ago

jody_winder

Reports & Accounting

How do I make columns stay on the General Journal??

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6 years ago

cbleile

Reports & Accounting

How do I scan a receipt to enter into my journal?

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6 years ago

joel4

Reports & Accounting

Why and what --->How to choose a default tax code for credit card account

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6 years ago

sheilab3

Reports & Accounting

Can I upload my cc statements to quo? I only have PDF's?

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6 years ago

m-cameron

Reports & Accounting

Can i keep collapsed formatting when i export a report to excel?

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6 years ago

Jagudelo

Reports & Accounting

Profit & Loss Reports by Quarter

Wondering if there is a way in QBO to produce a PL report that displays each quarter for 2019?I am working on a DSCR report for the bank so this would be really helpful!Many thanks,Jonathan 

6 years ago

straightnumbers1

Reports & Accounting

How do i get to the General Journal without going through Help?

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How do i run a monthly trial balance? If i run trial balance and specify a period then the income statement items are presented for the YTD to the period end that i have specified instead of balance for the period. Is there a solution in quick books itself; if not please suggest a 3rd party add on that i can use to achieve this.

6 years ago

office164

Reports & Accounting

I want to add the tax line to accounts. Does it exist on QBO? QB desktop has it and it produces the GIFI report.

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6 years ago

chris107

Reports & Accounting

Can i remove an invoice that has a zero balance showing from the aging summary report

No text available

6 years ago

0074