Reports and Accounting

No text available

Van purchase recorded in quickbooks and monthly payments towards that but nothing showing at all for the van in my income tax report

Hi, I have found a report which is perfect but I'm not able to export it into PDF. The report as it stands is very basic and looks like an excel and defiantly not nice enough to forward onto a client. I need this report to send onto clients as a summary of what is outstanding and it needs to look professional with logo etc in it.  The location of this report is: Invoicing - Customers Filter - Overdue invoicesFilter - Last Quarter Normally, a PDF function is available with the option to add logo etc but not in this report. I have been all through the reporting tab and sub folders to try and replicate this report, but there is nothing. Can someone help? Thank youAdam 

No text available

No text available

In QBD we have the net worth graph. Is there a way to generate the same report in QBO? I know it's not a hugely essential graph but I like to keep a track of the ups and down over the years.

No text available

can I run an 18 month trial balance in quickbooks online?

It seems that cash basis accounting is the default option for quickbooks, I can't see any way to change it to traditional, am I missing the option?   I spoke to an advisor in the chat but she didn't know what cash basis or traditional accounting were let alone if it could be changed!

Hi,I'm trying to add my client's miles manually as I have done every month for the last 2 years, but it's not saving.Is there an issue with it at the moment, or has there been something new introduced that I have to do to get the miles to save?Any advice would be gratefully received - thank you.

Hi All,  I have been trying to sort my taxes out and I am having an issue.  when I try to view my Tax report or download the breakdown it shows nothing even when I change the date to last years tax date. the P&L sheet is working fine and so is the dashboard.  Anyone know what i might be doing wrong and able to help please. Thanks 

No text available

No text available

No text available

No text available

Hi, I am just getting started with QB and looking to just use it very simply to start with. I have entered my sales, and have entered the cost of sales. In the P&L report the "Sales of Product Income" have VAT deducted, but "Cost of Sales" seem to be cost with VAT. So Gross Profit shows a loss. I obviously have something wrong but I am not sure what, any help appreciated.

Hi, This is driving me round the bend as I can get the report that I want, can someone help please. I'm trying to enter up actual income figures into last year's budget to help me formulate one for this year, but I can't find a way to produce a report that lists last year's income for each income type separately. There is  some breakdown, but most of it is just appearing as general sales with no indication of what it was for. I've spent the last hour and half on this, and I can't find what I'm looking for. Please help before I throw something through the window in frustration!!!!

No text available

this is for the uk

Good afternoon,I've been searching for 2 hours to find a solution, here's hoping someone knows the answer.I want to produce a Customer Balance Summary Report Month by Month, for example: I want to be able to run the report for a specific group of customers that belong to a Chart of Account, for example: Does anyone know what plugin will allow me to run these types of reports? We run the report frequently so do not want to export to Excel and do it manually.Any help is greatly appreciated.Gavin

If I create a custom report and share it to "all" the users in my Quickbooks company can see the report but the accountant cannot. Apart from exporting the report as a PDF is there any way to share the custom report with the accountant?

have tried editing the a/c without success, it is still in the wrong place on the print-out

No text available

Hi I have recently paid back a directors loan in full so need to show that it has been repaid but can’t seem to find how to do that I assume I have to set up an entry to show the loan in the first place and then show that it has been paid back can anyone advise ? many thanks  

I cannot find the right screen