Reports and Accounting

WE have logged a payment and a Cis amount and both amounts add up to the invoice amount but it still says the amounts don't match invoice amount

Please can you advise what is best so we can automate the cash flow planning and see real time results , and use one set of budgets on quickbooks that fire into the cash flow.Objectives for softwareFor each companyCreate a budget for future periodAdd in capital expenditure and loan repayments etcCombine forecast with existing debtors and creditorsShow projected cash flow forecast.Show projected Profit and lossShow projected Balance sheetAllow for VAT repayments quarterly and collection of gross sales, and deferred taxation paymentsReport on budget v actualThen combine cash flows forecasts from 4 companies to one consolidated cash flow to show group cash flow.This would save a lot of time each month and give me better information Please let me know what software solution you would recommend ?

Other post say click the "unfile" button , but there isn't one.

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For some clients I can produce a profit and loss report and it gives me the option to compare to a custom previous period, other clients I do not have the option to compare. Even if I do a Profit and Loss comparison report it will only allow me to compare to the same period in the previous year with no option to change the period. Does it depend on the level of the subscription?

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The companies were bought out by the same parent. I receive invoices from the original companies, but payment is made to the parent and I have the same customer account number with both.

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Manage Tags still is not working. I reported the issues last week.

Good evening, i will explain this as simples as possible, i do not know how to record my purchase. 15k of my own money down on a truck for the business (business could not finance yet) took a picture of the receipt and its added it as a purchase, and also put the vat £7300 to come back to methe vat will come back to the business which is finethe truck is £300 a month from my personal account for 3 years does the business owe me 15k back? how do I record all this correctly  Aany help with this will be massively appreciated.

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I have started a new quickbooks and done entries like normal. However there is a negative balance in the retained earnings. I have no idea where this has come from, the profit and loss figure is showing seperately in the balance sheet and is correct. I have also gone into chart of accounts and the balance and report show nothing. No data has ben entered prior to incorporationReally confused!

Hello, I have 8 QBO simple start reports for 8 Real Estate LLCs. I have created customer management reports which have all my favorite reports in them that can easily be exported to PDF. I have a bookkeeper with access to my accounts as well. She is telling me that she cannot see the saves management reports that I have created. Is there a setting I am missing for that to be accessible to her?

I have checked in incognito window - same problem.  I have deleted all cookies and still the same.  I turned to on, then to off still same.  Looks plain broken.

I do not need tracking, just a number of volume for supplier invoices.

How do I record this? monthly? Many Thanks in advance

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this has been a previous global issue about 6 months ago

HelloWe want to turn on Multicurrency on QBO Plus and know that we will no longer be able to use Cashflow Planner, we don't use this anyway so isn't an issue.Does anyone know if you can still run the Cashflow Statement reports with Multicurrency turned on?Any help would be appreciated.Many thanks  Lisa 

Hi All. I want to record how much we owe in Corporation tax.I have tried if I add an journal entry to the a liability account I have to post a balancing debit which reduces the amount in a bank account keeping the overall effect on the balance sheet the same.How do I post a liability without it affecting a bank account balance?

When I post a journal to record an expense, the Name field does not show up in transaction reports (however I produce them). It only shows the supplier name for expense transactions. Example report attached. How can I get a full transaction report for a nominal account with the Name field populated for all transaction types?

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