Reports and Accounting

I.e. save receipts for different companies somehow separately but on account without multiple subscriptions?

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HiI'm using QuickBooks online, I've created my own categories, but I have put some in the wrong sections ie they should be under 'Expenses' but I have them logged under 'Cash at Bank and in Hand' - how do I change this?ThanksFrances

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The last account year was my first year using quickbooks so i made some mistakes re how i recorded payroll. Instead of matching the transactions i created a separate payroll account to log the wages so in effect the journal entries detailing payroll were just left sitting there.  This has created the bank balance on the balance sheet to be incorrect. My accountant has fixed it for year ending 31st October 2020 however because the balance carries over it is also throwing out this years accounts. Is there any way i can correct the start balance on 1st November 2020 so that this year isn't out? If i undo the payroll from previous years it throws out my reconciled accounts.  

why cant i save changes to my chart of accounts?

The charts of accounts for the previous tax years 01/11/2018-31/10/2019 and 01/11/2019-31/10/2020 have been archived by previous in-house quickbook analyst but I cant seem to find it. Can you please help with a guide on how to retrieve this? Precisely I’m looking for how archived files in quickbooks can be retrieved

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I am looking for this type of report to do a sales report for them to show year on year what they have purchased from us. I know you have sales reports but it seems they show every customer - can I choose to only have one customer showing? thank you

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Hii have entered an invoice against a wrong supplier and reconciled the bank- how do I correct this please - thanks 

I’m sure it’s not under ‘motor running expenses’ as it’s classed as capital?

Hi everyone,  I am working on QBO and I am unsure how to register capital allowance. We bought a small cabinet, which I assumed would go under the capital allowance category. However, from what I have read so far QBO does not allow you to register these kind of investments/expenses?  How do you deal with these kind of expenses though? Many thanks,Ana 

In a construction company. I need to run a report per Project which includes Classes

Recently I have noticed that on the Sales Receipt page the Save and New button is missing from the drop down list in the bottom right corner where the button is displayed. When the button is there, when you used to click on it the button stayed as a selected button. This means that clicking the case and close button and reopening the sales receipt page every time, which is not the best way. I have looked through the help pages and can find no useful information. I have cleared the cache of the computer and browser and this makes no difference. I have also tried on two devices and two different browsers (Brave and Firefox) and nothing changes so it has to be a Quickbooks problem. Can anyone help.

I have entered 2 Bills and they are showing as Sundry Creditors and not Accounts Payable. The Aged Creditors report is correct but not the Balance Sheet.

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Hello everyone, despite having what I believe to be appropriate configuration in my Chart of Accounts, I am seeing unexpected grouping and order of accounts on my Balance Sheet report.  Accounts receivable, bank accounts, and other current asset accounts are all grouped together in "Current Assets".  And furthermore, Accounts Receivable is displayed above the bank accounts.I was expecting three separate groups ordered as follows:Cash/Cash EquivalentsAccounts ReceivableOther Current AssetsI guess I was expecting the grouping on the balance sheet to be based on the "Type" field from the Chart of Accounts configuration.  I'm using "Cash and cash equivalents", "Accounts receivable (A/R)", and "Current assets" for the "Type" field.  Does anyone know if there is a way to achieve the desired grouping and ordering on the Balance Sheet report?  Ideally, I would like to avoid the manual step of re-ordering in Excel.  Thank you for any feedback!Josh &n

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Hello, I am a UK based freelance data analyst who has been tasked with making some bespoke reports. I am using the desktop version of Premier Accountant Edition 2021. The first report that I have to make needs the following headings:- 1. Order Date (*)2. Customer (*)3. Orders Booked (Value) (*)4. Inv Amount 5. Customer Req Date ( I have due date)6. Promised Date 7. Ship Date (*)8. Cost9. Margin10. % Margin11. S.O (not sure what this refers to)12. Customer Purchase Order number. (*). In the above list the (*) means that I have managed to include the above field in my report. My question is how do I get the remaining fields ? Thank you. kind regardsKaps I have created a custom report that I have memorised that includes 

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