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Reports and Accounting
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Hi, I use Quickbooks self employed and looking to run a report to give me a breakdown of the line items within my invoices, not just the invoice total. For example, ive used a line item called 'Waste Removal' since day 1, and i'm looking to see how much revenue has come from this service. I cant seem to find a report that gives me a breakdown to invoice line level. ThanksJim
Hello, Are new customer migrated from another practice received backup QB Desktop file is .qbw format and was wondering if there is any chance to covert this to QB online! Please Help! Happy to send the file to be convert it.
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MY previous reenrolment date is wrong and I can not amend it myself who do I contact
I have used a customised customer contact list for 5+ years to contact my customers when they should be due to order goods. To do this (as a work around as there is no specific date field for this) I have used the Notes field in the customer record with the first line being "CONTACT YYYY/MM", which could then be sorted in ascending order, so that I could contact customers grouped in the relevant month, e.g. CONTACT 2023/09 (for contact in September 2023). Other first lines included "HQ / ACCOUNTS ONLY", "NO CONTACT", "PASSED TO NTR" & "TRADE", which meant that all customers to be contacted by year & month appeared at the top of the report, then customers appeared in groupings based on the alphabetical first letter of the first line, i.e. as listed above. However, since July when I have added new customers (with notes in the same format), they have gone to the bottom of the report and are not sorted by the correct date, but alphabetical on the company name. I have spoke to suppo
Safari browser. Lloyds bank current account
I have made sure that my description column doesn't include any special characters and is formatted to general, but QB isn't recognising some of my text descriptions. Can anyone help?
I would like to be able to run the report by date of invoices paid, not accounting dates.
Why is business snapshot not working
I understand I can switch the view but I would prefer to be able to change the default
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