Reports and Accounting

I have a very strange situation that I am trying to clear up.I ran an open invoice report and I ended up with five pages. I was able to clear out invoices that had not been paid from several years ago, but I am at a loss as to how to clear the credits off of my report. The credits are extremely old, on a bank account that has been reconciled and closed years ago and the credits will never be applied. When I go into the invoice, it is showing as paid, the check is cleared (that is the credit) and I tried to make a journal entry ( as discussed with my accountant) to clear the credit, but when I did, it seems to double the credit, and it still shows up on the open invoices . I just wanted to get these old credits that are going nowhere cleared off of my open invoices showing as customer credits.

I made a custom management report template, but have 2 issues: Blank pagesI have no need for the Preliminary pages nor Endnotes. On each of these two sections there is an option available as follows: "include this page". I purposefully do not tick off this option, because I do not want to include these pages. Quickbooks however keeps automatically adding these two blank pages to my report, whether I tick it off or not. How do I get rid of these pages?Page OrientationQuickbooks is automatically changing the page orientation of some of my added reports. Some is in portrait and some in landscape. One report is an eyesore as the per line detail is too much for portrait viewing. Can I change it to landscape somehow? Alternatively, can I edit the column widths or text size ?Many thanks.

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Dear All ,  we have been using quickbooks for 15 years . 6 years or so the online version . Why on earth is the report NOT sortable by other columns than the Date column . we could always sort it by name or Memo , just doesn't work . QB chat is unavailable , really poor service . were a paying customer for many years . and just before a tax return . We tried everything , creating new reports , removing columns etc etc .just doesn't work looks very buggy , randomly  then jumped to sort by  amount which we never ticked . we need sorting by name or memo .  urgent help appreciated Patrick

Hello,I need help to produce a report that contains all bills and credits for the previous month and filtered by job name.Thank You,Judy 

We have a lawncare business and each year we send out sign up sheets. I usually create a customer list and download it to excel to create customized sheets. The problem I have is that some customers have more than one yard. I thought by putting each of these under the ship to addresses it would pull them all to the excel sheet but it doesn't. Does anyone have any suggestions or ways that they get this report to generate like we need it to?

Hi I use the Inventory/Purchase Order features in QBO and understand the Purchase Order in Non-Posting but I'm unsure of how the system reports COS in P/L.   Shrinkage appears to be the only account reporting COS to P/L, how are Bill Payments for Stock reported where my Stock Items are Posted to a Cost of Sales Expense Account? I am worried that my COS might be posted twice, 'Shrinkage' > Stock Asset Account and 'Cost of Sales' > Expense Account? Also, if I add an amount in 'Sales Price/Rate' to 'Sales of Product Income'  > Income Account is this added to Sales Income in addition to the Sales Figures submitted by Zettle? RegardsGeoffrey Cann 

As QBO doesn't produce meaningful reconciliation reports (most of the 'Payee' column is not populated i.e. from Transfers and Journals), please give us the option of downloading the reports into Excel so we can manually add a column and write some description. At the moment, only PDF is offered, hence not helpful at all.These reports are useless the way there are now, as cannot be used for any checking. Thanks, Lucia 

Hi, i cannot get through to intuit as they seem happy to have the community offer support ! Why is it that when a customer pays an invoice and i match the transaction it is logged on reports as a cost of sales expense as opposed to a sales or billable income.  ive attached am image to hopefully explain. it must be something that im doing so any guidance is really appreciated.

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Hi, Fairly new to quickbooks and we've changed accountants since our year end Oct 22.Whilst we were awaiting our QB login things were put to oneside. Is there a report I can print off which will show transacrions missing a receipt so I can match everything up?Thanks in advance. Kerry 

We reconcile all bank accounts at the month end. As all the information is there, is there a way to see a summary of all inflows and outflows of an account? Eg Cash receipted from sales v cash spent on hardware, wages, overheads etc? That would reconcile against an opening and closing balance? Currently trying a P&L on a cash basis but its not matching with opening and closing balances.Basically after banking summary report for a period that's categorised. Thanks in advance for any help.

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It is a disgrace that this application has no a real customer service. 

Hi Balance sheet report - for a selection of accounts On Desktop I was able to run a balance sheet report for a selection of accounts .This was useful to provide monthly movements of for example all accrual accounts. I have been struggling to create such a report in the online version.Does anyone have any ideas ThanksCP

We are a business that trades internationally hence we have multi-currency accounts. Apparently the Quickbooks software cannot handle that so Quickbooks cannot generate cashflow forecasts! One of the most important financial tools ever is missing from Quickbooks!!

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there is no "fixed asset" option? is it "current asset" and then "building"?

I'm trying to accurately record a recurring deposit made on rented vehicles.  Each week, the rental company charges a set amount, and then in the middle of the week, refunds the different between that set amount and the actual charges.  Right now, I log it all as the same Expense but I don't think that's correct.  Should I be recording the deposit (fixed weekly recurring amount that is partially refunded) as an Asset instead, or am I just doing this all wrong?  Thanks in advance!

Hi there,  I have recently registered a partnership and I am the nominated partner, I would like to make use of Quickbooks and Quickbooks self employed to support me submitting my personal tax return and the partnership tax return. I would like some advice on how Quickbooks and Quickbooks self employed should be used differently and if I even do need both or whether I can make use of one for both tasks. Any support shared is most appreciated.Will 

i cant find an option to unfile

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