Reports and Accounting

Hello,setting up a new business, and we sent an invoice to a customer that ended up being subjected to 30% CIS/high rate CIS as we where an unregistered business (was awaiting approval from HMRC for paye/cis).I am trying to reconcile their payment but have no way of selecting that the invoice labour is subject to that higher rate of CIS.Can anyone help?

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This has happened since the new "Modern View" has been introduced.

We work on projects and need to be able to manipulate the budgets if things change and within the planner its very labour intensive so would like to set up a project with its budgets that can be drilled into but then it to feed into the overall Company budgets

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For several months now I have had an issue when trying to drill down into the G/L detail of a financial report.  When I click on a total (for example, total expense for a given G/L account for a given month in a P&L by month report), it will open the relevant screen where you would normally see a list of transactions, but the screen will start flickering wildly and looks like I'm trying to scroll up/down, even though I'm not touching the mouse or keyboard. I can also see that it is also including activity I did not even request.  For example, if I'm only trying to look at March activity and click on a March expense total, I can see activity for the full year displaying.  But really the whole thing is frozen as I cannot select any of the transactions to review it/drill down further, or stop the apparent scrolling/flickering by clicking out of the screen or refreshing the screen.  The only thing that seems to stop it is hitting the 'back' button, but instead of go

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How do I 'expand' the item 'Provision for liabilities and charges' in the balance sheet. Only the total shows - there is no '>' to expand.

Does anyone know how to update the reserves on the balance sheet for charity accounts? We would like to somehow summarise the lines for 'Retained Earnings' (RE) and 'Unrestricted funds'. But are unable to have the RE as a sub account. Can anyone help?

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QuickBooks online, how to find gross employee wages for previous years?I used to be able to do this with the desk top version, but cannot find it with the OL version of QB.Can anyone help please.

Hi. A new client has asked me to discover why the Sales widget on the dashboard is over twice as much as the actual sales for 2023-24 on the P&L. The P&L is right. How can I track what the Sales widget is picking up? The client moved to QB part way through their financial year so there are many journal entries. Thanks! 

HiWe were forced to move to online accounts from our faster, more versatile PC system.The old accounts were saved online, and we have been previously able to access the information, if rather slowly.Previously, reports exported via the Save to Excel option were in .CSV format. Now, although the system says that it is doing this, the report shows in the Temporary File folder as a .TLG file - which won't open.I tried the online chat option, but the company representative had no idea what to do, or if anyone in the company knew either. It would be rather helpful if we could access the archived five years worth of accounts as we have a VAT inspection pending, and HMRC are unlikely to be impressed by an excuse on a par with 'my dog ate my homework'.HELP!  

Our courses are often in the future so invoice date is booked date and service date is date of course. This works great for income recognition for accounting purposes. But we also want to track sales as in actual income to check against targets and see what has come in that month. What reports will show this, do the sales /budget reports use the invoice of service date?

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Once again, the mileage tracking has stopped for last 2 weeks. Tried the "talk on human" both from the app and website but all the links are dead. So can't ask for a call or drop a message. the number of times this has happened over the last 12 months is really making me consider going elsewhere. All the app permissions are set together with the battery usage. 

The Account Type is Equity and the Detail Type is Retained Earnings. I've tried various Account Names eg P&L Dividends and Retained Profits. Can you help please?

I have set up custom reports and clicked share with all but the other users cannot see the reports- any ideas how I fix this problem?

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 I've noticed that this only pulls through what is in the Memo box, which is usually empty, and completely ignores what is typed in the Description box.This is not very helpful for VAT detail reports (or any reports for that matter) as it gives no information on the transactions.

how do I edit this in Quick books?