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Reports and Accounting
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I am trying to find a report that is a P&L with previous year comparison and % change- used to be able to get this but cannot find a customisation to enable this now?
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Hi Looking for help Is it possible to have payroll run automatically with automatic submissions to HMRC etc without having to manually do it?
Hello, Is there a simple way to look at all transactions that are not assigned to a project? I want to view this as a check to see if I have missed any expenses linked to a project and assign them. Many thanks
I haven't posted this for a year or so... Is there any progress on getting the Name field on journal entries into transaction reports? They still show as blank, whereas in the old desktop QB the customer/supplier name(s) was shown. It makes transaction reports next to useless in those accounts with high volumes of journalled transactions. It takes an age to click through to each journal and copy/paste the customer/supplier name into an Excel exported version of the report... Same problem with pay journals as well - you can't see the employee's name when running a transaction report on the payroll accounts. Can this please be fixed - I have been requesting this for 2 years now!
Is there a report to show the subcustomers that the 'bill with parent' option has been selected on? There are too many subcustomers to check one by one (>2500)
Hi allIs it possible to run a report that identifies all invoices that may have been void rather than deleted. Were in our second year of QB and have identified errors in income against actual bank, probably due to errors when we first got going.Thanks
I need to know how much my total sales were for Thursdays and Saturdays of the entire last year. Is there a way to find this in a report? So far I've only found a report that shows daily sales like the 1st, 2nd, 3rd, etc., but not totals for all Thursdays added up or Saturdays, etc. Thanks for any ideas!
I sold a vehicle for £5000. It cost me £3230 to purchase and I spent £600 on prep, making my profit £1170. How do I add all this into Quickbooks?
How do I see a summary of my self assessment for the year 2020/21.All my reports are coming up as £0.Also is there a report showing the simplified expense method for mileage?
when created as a stand alone report its fine, but when as part of a management report it defaults to very small font that i can barely see
Good evening, I had a question related to donor contributions. It looks like I made a mistake when entering donations for all our contributions last year. Instead of using the sales receipt option first before making the deposit, I went directly to the "record deposits" for all my income and now I can't pull any donor contribution statements or reports. Is there a way to link all those deposits to a sales receipt?
How can one display the Account Description field in the Company Overview report? I am converting from Desktop to Online and my Desktop reports display the Account Description field if it is filled in. I would like the same facility in Online.
Hi,When I brought a business on to QB I entered opening valuation/stock balance in to a current asset code and called it a stock item. We have not run any stock adjustments in year, nor tracked stock through any sale or purchase nominal. Now past a year end I want to enter a closing valuation stock balance and am struggling to work out the best way to do it! Its not really crucial but I like it to be complete!Any tips on what to do? Thanks in advance !
Can I generate a report which shows quantity of stock at the beginning of the week, orders taken through the week and from whom, and then stock left at the end of the week? I use Quickbooks Online and have about 100 products lines.I know I can get a report for Stock in Hand and separately a list of ordered products, but can I get this information combined?
Hi there QB community can you help after realising i cant export to hmrc.My accountant has asked me for a link to access my quickbooks info - to help reduce his fees …i have tried but cant find anywhere to send a link or set him up as a linked party thats in the QB program and the Inuit account.is there anyway i can give him acces to the info without him having editing abilities ?or do i have to send him all my log in details for him to gain access ?many thanks Dooogie
I want to get a report like this but for different classes , there is just one class I am interested inis
Hi there, When I import Sales receipt data there does not seem to be an option to import the class field. How can I get this included? I currently have to go through each sales receipt and add class information manually. Thanks Katie
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