Reports and Accounting

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I am trading as a sole trader (Accountancy Practice) using Quickbooks Online but when I try to generate the Accounts via workpapers it will only give me the option of Ltd Company Accounts FRS 105Same for my clients tooIs there anyway to alter this ? Not everyone is a Ltd Company How will this work under MTD for ITSA 

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We are a registered charity and exist entirely on donations, which may come by bank transfer directly into our account, but also regularly in cash or by cheque, which we send to our bank with multiple other amounts.  We record these amounts in QB as a deposit split into these multiple items.  I would like to be able to generate a report - specifically for a Gift Aid Tax Reclaim, that shows these individual amounts.  We have found a way of generating a report, by filtering the relevant income accounts, that shows all individual transactions, but have not found a way of including all relevant items in a deposit which is split into multiple amounts.  Those amounts remain hidden. Please could you help with this. Making a Gift Aid Reclaim on QB Desktop was very straightforward; it doesn't seem to be so easy on QBOnline. We tried using one of the reports on the list 'For my Accountant' and the report showed no data.  Any suggestions you have would be welcom

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I can no longer select displays based on Financial year.  Drop down list shows Last 30 days,This month,This month to date,This quarter,This quarter to date,This year,This year to date.

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Hi Is there a way of running an open estimates report by customer but including the product type/description?  It would be really useful not to have to look at each quote to determine the product that was quoted if you are looking to generate sales of a certain product/service.  Many Thanks

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On the Dashborad, the Profit & Loss Widget usually allows you to show these figures for the this and last financial year but now it only seems to be showing calendar years.  

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I have a logo on my Sales invoices - how on earth do I add this to my statements......I must be doing something wrong as there is no way a professional accounting software would not have a logo on their statement routine

Hi There, Wonder if anyone can help.  When we send out purchase orders on quickbooks it sends via "quickbooks@notification.... etc" we have had a few occasions where the supplier has replied back to this email address, obviously this email address is autogenerated by quickbooks and so replies do not get read, so we are unaware of our suppliers email which may have a critical question about the order.Is there either a way of  A) turning on a mechanism that will allow anyone who replies to this email address to be forwarded on to our real company email address so we can pick it up and respond to it... or B) being able to rename the autogenerated quickbooks email address to something like DoNotReply@quickbooks ..... etc" so people are aware they cannot reply to it and will seek our real email address from their contacts list or phone us if they have a query? Many thanks -Paul

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How do I find and print the previous vat detail report ?

Hi, I am a sole trader that is not vat registered I run the report for my profit loss statement but when i checked each line item in the expenses in the statement, it does not take into account the vat that i am paying for all purchases i did. This lowers the Total expenses and makes the net income go higher than it should be. Is there anywhere in quickbooks setting that i need to do to sort this out?

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I am looking to allocate overheads each month, across several classes (funders).  I'm ;=looking at different ways such as creating an overheads class etc but if anyone is doing this, I would love to see the methods.  Thank you

Hi all, please advise: Everywhere it is stated that expenses incurred before the start of trading activity should be treated as expenses occurring on the day trading activity commences. But what should be done with expenses that, while incurred before the start of trading, still fall within the same tax year? What date should be used to record such expenses - the actual date (since they still occur within the tax year) or the date trading activity begins? EXAMPLES:1. A drill bought 5 years ago - should obviously (for me) be dated on the first day of trading.2. A table bought a month before the first day of trading (within this tax year) - should it be recorded under the true/invoice date or a fake one (the first day of trading)? Additionally, is there any trick I should use recording such expenses or can I use my Chart of Accounts as I normally do after the start of trading activity?Kind Regards, Jake, a novice self-employed in the UK.

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