Reports and Accounting

Following the process of annual accounts on the Workpapers tab on QBO for Accountants. Abbreviated accounts for micro-entities do not include a profit and loss statement yet on the contents page it is listed. How can i correct this and remove it?

I am doing a workshop and have 2 people helping me. I will be receiving the payment for the service, but will need to split it 3 ways, how do i do this on quickbook self employed, and categorise the split part of the transactions properly? My business will only receive part of the payment.

I have a custom report called "Current YTD Creditors Report". I can change the run date to end of last financial year. But I cannot see how to change the report title to "Year End Creditors Report"; and I also cannot see how to save it so that it keeps the last year end date. (It keeps reverting to use today's date). Anyone know how to make these changes please ?

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Good afternoon I have been using Self Employed for just over a year. Im fully employed (PAYE) in the construction industry with no input apart from tax code that I have inserted in QBSE On my UK HMRC account, I added that I also had a self employment. In filling in the self assessment forms that are  attached to my account for completion (HMRC) the box numbers do not tally with those shown on QB. I feel sure this is an error on my side. Or am I in-fact over complicating it, do I just need to take some key information and enter on the HMRC site like income, expense etc

The Transaction Detail Report when run directly does not have a running balance. This is a bummer. When an account is drilled down it does show the running balance. However the field I am looking for is Payment Mode which is absent when one drills down from say an item on the Balance Sheet. That field (Payment Mode) which is important to me is absent from the Detail Transaction Report when run directly. This means we cannot customize Petty cash or Bank or such reports.

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How to separate my income from my expense QuickBooks sole trader

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Today's annoyance is the following - can anybody help? I've gone to the P&L report, entered specific dates (1/3/25 - 31/5/25) which is the vat quarter. It brings up the P&L - great. Then, I click on 'purchases' to review the transactions and it defaults to about 10 columns, most of which I don't want to see, so I click on columns, get rid of the bloat, add Dr and Cr, then it looks great. I then click on a specific 'purchase' to take a closer look an the attached bill. I then press the Cross top right when finished examining, and it takes me back to the P&L.... Not back to purchases! A further irritation is that the dates I set in the P&L have now defaulted to a completely different period. So now I have to set the from and to period again, then when I click on 'purchases' again to examine the next one, it brings up the endless columns again. Yes I can right click from the P&L to look at cost lines, but each time, it defaults to giving excessive columns and n

Delete account

Report for the same period summary and detailed profit and loss statement not match, when go into detail i could found some of invoices are not included into inly profit and loss statement while present int detailed profit and loss statement report

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Probable in the wrong place, but here goes. We decided to add the first part of the customers postcode, or their webshop customer IDs to their details in the customers display name section. Without going though every customer in the list I was going to export a customers list from Quickbooks as a CSV. It would them be easy to update the relevant section in the customers details and then upload the adjusted file back in to Quickbooks.  I have found out that the table that can be exported in not the same as the one that needs to be imported and some details are missing when importing, the main one being the Customers Display name. My question is wh\t would be the easiest way to update the customers with the missing additional postcode part in their details if exporting and inporting is not possible.

• I have verified that all sales invoices: o Are posted to the correct income account. o Are fully paid within the date range. o Have the same transaction type. o Are active and included in the reporting period.

I am currently looking at a start-up that plans on supplying accounting/bookkeeping services to churches/small charities. We wish to automate as much as possible of the process, but I wanted to know how good Quickbooks would be for such a company, and how much automation would be possible/how much non-automated processes would need to be done? Please feel free to ask questions. 

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When running a Statement in Quick Books don’t expect it to be the balance owed by the Customer as at the date (e.g. 31st Mar’25) you put in for your Statement. If you put in a statement date of 31st Mar'25 you expect to see the invoices and credit notes outstanding as at that date.Not with Quick Books, if you allocate a payment to a March invoice say on the 5th April, then this is what happens on the 3 types of statement you can run: Invoice does not show as 'Open' on the Open Items Statement unless you un-allocate the payment. In the balance brought forward statement the amount due will be different to the running balance total. In the running balance total it shows the invoice value but it then takes this invoice value off the amount due. On the transaction statement it shows the amount as being received.None of these statements are easy for a customer to follow and I the left justified column makes me embarrassed to send them out to customers. Quick Books Co

is Alternate row shading available in the Pro or Premiere version?

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Previously the report that I customised had a filter applied that allowed me to pick a customer and generate a report specific to only that customer but now the drop down mentu does not show the list but just generic options of "all / specified / not specified". I have checked other reports and they all show the same thing. Has anything changed recently? How to revert back to what it was?

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I would like a report with each net pay, total amount due to HMRC (inlcuding employer allowances deducted) and pension payments due.

We are a charity with differnt funding streams - is there a way to set up budgets for each different fund which will then feed into a main budget?