Reports and Accounting

No text available

Hi QBO Support...When we receive a Purchase Order (PO) from a customer, we know we are going to invoice that PO in the near future, but not right now.However, as soon as we receive the PO, we want it to be part of the Accounts Receivable (AR) and to appear on the P&L and other reports, but *without creating an invoice*  because we don't want to mix the "real" invoices with those POs that are still pending to be invoiced. Is there any way to achieve that on QBO? "Estimates" wont appear on the P&L unless we create an invoice, in the same way that Purchase Orders for suppliers wont appear without creating a bill. I'm not an accountant, so maybe this doesnt make any sense, but It will be good to have the option to add estimates to the P&L without creating an invoice.  

No text available

No text available

No text available

HelloA question for Quickbooks! When will the Cashflow Planner be available on web Quickbooks Online? My client's told me about it because he can see it in his IoS app but I can't use it as it doesn't appear to have been rolled out on the web version yet - this post from February says it's coming soon.  Can you update us? Thanks Nik.

Hey!I am using the "Costa Rica " version of QBO and my function(business) currency is Colones. I have Bank accounts in USD & Colone's currency.Question:Is it possible to present the Profit & Loss statement in both USD & Colones Currencies in QBO? Thanks

No text available

Hi All,Just learning quickbooks desktop 2021.  I'm using it as a landlord for a rental duplex.  I've just entered a few months rent, along with security deposits so far.  My question is that when I look at my chart of accounts rental income, it shows zero.  Yet on my trial balance, it shows an amount under rental income.  Why wouldn't these two match?  It seems my Chart of Accounts is not updating?

No text available

No text available

No text available

No text available

Hi where can I get a list of all my pending non posted customer invoices.Thanks

No text available

Is it possible to amend the Itemised Total Time report in TSheets so I can delete certain charts from the reports or change the types of charts from Pie Charts to Bar Charts?

HiI have my Cost of Sales separated into sub accounts which shows up fine in P/L report but when running the new 'Self Assessment' tool under 'Business Expenses' 'Cost of goods bought for resale or goods used' only shows the value of the main Cost of Sales account.  When I click on the expense amount the full accounts list shows with all categories and values.I don't want to put all all Cost of Sales under just the one account but can't see any other way of getting the full value to be reported! Any suggestions???  Is this a bug???

We use the inventory system within quickbooks. Sometimes we have customers who receive broken products. This is typically do to poor handling on UPS. We do file UPS claims but they are not always paid. I am wondering what the process should be so our P&L and other reports are correct. Right now our process is: when we send a replacement product we just put that item in the invoice so that it is taken out of inventory and change the price to 0.00 and finalize the invoice once we ship. If UPS happens to pay on the claim we enter the UPS check into Misc income. Is this the wrong way? Is there a better way to track this? It would be nice to know at the end of the year how much stuff gets broken by UPS and how much we are replacing.

Hi Can I print out a report of a my non posting performa invoices on the system.I have done this before but cant find it today. Thanking you

No text available

No text available

Hi All, The majority of or our bills and expense are linked to projects, and were are finding it a challenge to simply get an overview of you where our bills, expense and credits are allocated to. Is there a report that is Shows all Bills, Expenses, Supplier Credits grouped by supplier. That shows the details of the transaction, its category and its project/customer allocation? The theory being we look at this once a month to ensure there aren't any mistake. Many thanks in advance. James 

I want to unsubscribe from QB UK desktop! Pls email me [email address removed].  I have been unsuccessful for 6 months now.   I follow all the leads but get nowhere.  

In Customer Report I can add a Column called NOTE , can I change that to NUMBER ?

No text available