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QuickBooks Q&A
Reports and Accounting

Reports and Accounting

Reports and Accounting

2,278 Topics
4,561 Replies

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2278 Topics

Reports and Accounting

Hi, is there a report similar to the desktop version of 'daily sales detail' report? Thank you

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Reports and Accounting

Allocating a paid invoice to a reporting account

I need to allocate four invoices, which have already been paid, to a sub-account so that they show up when I run Budget v Accruals report.  I've set up the sub-account within Chart of Accounts but I can't get the details to "pull through"

enquiries-thepos

Reports and Accounting

Does anyone know how to fix this problem - I needed to reconnect to paypal but its saying some information isn't right, even though it is? really frustrating!

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info-waverleyhea

Reports and Accounting

Can I change nature of business, for a more accurate description, once signed in? Any guidance on this will be gratefully received. Damien

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Reports and Accounting

Can I run a report showing bills not allocated to Customer / Project

As we allocate the majority of our bills to Customer / Project I want to be able to run a report to show any bills that haven't been allocated (obviously we will have some of these) I want to run this on a monthly basis to ensure all relevant cost are allocated to the Project but can't see any way of doing this. Can anyone help please?

sara-canner-hotm

Reports and Accounting

I want to list the outgoings and income for my new nutrition business manually - I've joined the basic package for sole traders - where do I find the page to do this?

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kentglasssolutions

Reports and Accounting

Setting up new reports

Hi how do I run a report for payments received only? 1st time user, thank you in advance for any advice.

Reports and Accounting

export trial balance failure

I am trying to export a trial balance to an Excel file from Quickbooks Online.  The resulting file has all values as zeroes.  Exporting to a PDF shows the correct numbers.  How do I export a proper trial balance to Excel (or CSV) file?

Reports and Accounting

When exporting data from Quickbooks into excel, the reports for the Balance Sheet, profit and loss and TB show zeros! Why does this happen?

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Reports and Accounting

Hi, why are some of my vehicle expenses such as repairs coming through my tax form as disallowance? I understood that if the vehicle is purely a business vehicle that they are allowable...

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andreamarieclayt

Reports and Accounting

I have just started with quickbooks and need to put in entries from Jan it seems to only let me select todays date?

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Reports and Accounting

How to post the journal to record amazon sales to match the amazon Payment statement?

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Reports and Accounting

Is there a report in standard payroll that can provide gross to net for each emploee for a custom period

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michael-thomson-

Reports and Accounting

Hi, how do I show the class field to show on a/p ageing reports?

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Reports and Accounting

Three quarters of my yearly profit loss income details have all disappeared

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Reports and Accounting

How can I add 2 payments to a single journal transaction? I made an error and had to make two payments out of my bank against 1 journal transaction

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Reports and Accounting

I’ve logged into my sole trader account and my profit and loss has changed because some transactions are now “missing”. Not sure where they have gone and how to fix. Anybody else have this problem?

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carolineseffluen

Reports and Accounting

How do you send a Itemised statement

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Reports and Accounting

QB Online - Taxes - Income Tax - Tax Estimate - Not Populating with data

Ref: QB Online -> Taxes -> Scottish Income Tax Only a couple of the the report fields are been populated with data.  The problem appears to be that sub-accounts of the chart of accounts are not being detected.   For example, if I have an entry recorded as a Sale all works well.  However, if I have an entry in a sub-chart-of-accounts, eg,- Sale    -- Boat Sales The entries in Boat Sales are not being picked up. Everything works OK in QB Reports. Any ideas? Thanks

Reports and Accounting

I would like to run a report from jan to dec 2019 so I can see a total income and expenses for that whole year. Is this possible please?

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russell-sheppeym

Reports and Accounting

How do |I get an unapplied cash report?

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oana-tellyoursto

Reports and Accounting

Hi the software has multiple bugs, who I can report them to?

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Reports and Accounting

When I input or amend a recurring transaction, I have noticed that it does not become effective till I run a report the next day (assume 24 hours). Is this correct?

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Reports and Accounting

Can I create a report, or is there a way to... Example. I have an estimate put together which has 70+ items the majority of which are 'bundles' can i get a list of parts?

Each bundle has 5 or 6 items which may be duplicated in other bundles. I could do with some way of collating all the kit without having to manually count up.

Reports and Accounting

QB won't pull through statements from bank I have done a 'manual' update

No text available

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