Reports and Accounting

The default period for a report seems to be 'Last 90 days' and I would like to change this to 'This year to date'. How?

I run 3 companies in Quickbooks and I absolutely love it, however my new company want to use Invoice Discounting via the Bank of Scotland but the Bank are saying QB is not suitable given that key data can be amended with no audit trail behind it. Is this true and is there a way round it so I can keep using QB? 

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Hi, is there a way to customise the trial balance to reflect the following 6 columns?   1. Dr and Cr columns at start of period (eg Jan 2022)2. Adjustments (Dr and Cr) columns during the period (during Jan 2022)3. Final Dr and Cr columns at end of period. (end Jan 2022).   Thank you.

Is it possible to set up a user to only view reports on desktop version of QB

New to this version. Having put in my data. I tried displaying a P&L report but it does not show the breakdown of Income but only Expenditure.

Hi I am having an issue with specific reports -  the Time Activities by Customer Detail and Time Activities by Employee Detail reports. When I open either up and then click on Customise and change the date range, and/or filter a specific customer or employee and then click on Run report - nothing happens. The report remains as it was when I first selected the report from the standard report menu. Any suggestions, as these usually work?

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Please help!  I want to run a report showing any expenses that have gone through the bank that does not have a customer allocated to it - is there such a report?  Basically I want to capture any outgoings that I have missed allocating a customer against. TIA

HI, can anyone help?When I run a tax report, quickbooks is pulling certain expenses for websites and advertising into disallowed expenses - over £530 worth, how do I stop it from doing this?

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all of it is business related thank you 

We have a sub contractor who does work for us and earns us commission. I have set up his account as an income account and set up a separate account for the commission. When we get paid by the client for the contractor's work, I match the payment to our invoice and then pay the contractor's invoice. I then make a journal entry and pay the remaining amount, which is our commission, into the commission account. The contractor's account should then be zero. I need to find a way of the sub contractor's income account not showing in Profit and Loss reports, OR, changing the sub contractor's account to a different type of account so it is not pulled through to a Profit and Loss report. I don't want to see the contractor's income account in the report because if I have not yet received the contractor's invoice then that amount will be showing in his account as income, which it isn't. Can anyone help please?

Hello, All of my invoices are imported each day from a POS system (Timely) into undeposited funds until payment has been received. when the payment has made it to the bank account i match them off all is well except. I notice that everything comes up as a service and nothing as a product. The invoice on the POS quite clearly shows products as product and there are no setting or adjustments i can see on that side which could help. Can someone please shed some light on how to get quickbooks to automatically allocate products on invoices into the product sales account. If not then my reports do not reflect the breakdown of sales between products and services.  Many thanks for the help. 

HelloIn QBO, the direcor loan is categorized under current liability. So, when I am adjusting net salaries and wages payable with the direcor loan account I think the loan account should be debited. In the adjusting journal entry, the net salaries and wages payable is in debit side and Director's loan is in credit side. This is supposed to increase the director loan liability account, but, in the account history I am seeing the balance decreased  after the adjusting entry recorded even if it's showing as an increase in the liability account. Why is it so? If it's wrong, what should be the correct form?

I logged in to clarify my accounts for 2020/21 but before confirming everything I noticed that the system was asking me to renew bank connection. I saw a large number of warnings and account duplications on the "renew accounts" page, so I deleted the duplicates and renewed connection to my bank. On returning to my QB accounts I found that I had LOST all previouse income and expenditure, I dont know what to do. I tried the online help but found that to be very slow and very poor (both AI + human). Any help and advice would be appreciated.

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These are the URLS we have whitewalled. *.intuit.com *.quickbooks.com *.innovativemerchant.com *.innovativegateway.com What else do we need to do?

Any thoughts about QB identifying some invoices as being outstanding in the Ageing report but them being marked as received in the invoices?

The Stock Valuation Detail Report hasn't loaded / worked for me in nearly 2 weeks.  I get the green "circle" showing it is trying to load, then I get a message saying "Something went wrong. We are working on it."  Does anyone know how I can get this fixed as I need this Report as one of my most-used Reports?  I use Quickbooks Plus online.  Thank you!

I want to keep up to date with payments due to HMRC with my employee paye. Why can't I find total paye deductions to indicate how much I need to pay HMRC? This is so frustrating.

My requirement (as a qualified accountant) is very simple.  I just want each balance in QBO to be designated as Dr or Cr. The concept of showing negative liabilities as "-" or negative assets as "-" completely escapes me. I could understand perfectly if QBO simply showed me the balance as Dr/Cr.  Without this basic, old-fashioned facility I need to know whether the A/C in question is designated as an asset or a liability in order to to be able to interpret QBO reports.Does anyone else have this difficulty and have Intuit ever been asked to provide this simplest of all options - especially in "Accountant Mode".

Can anyone advise how you change the date when running a balance sheet report?

We are very disappointed to find that the Sales Figure Showing in Business Overview Dashboard is being calculated incorrectly by QuickBooks.The figure on our dashboard Sales includes loans to the company and some transfers into our current account.These are clearly NOT sales. It means that the graph being produced is often meaningless.The figure showing should tally with the Sales figure generated in the Profit & Loss report, but is often thousands of pounds out - the record error generated is showing on a report that is almost £40,000 out! Is anyone else experiencing the same problem and does anyone know if QuickBooks are doing anything the correct a very basic error?