Reports and Accounting

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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 ?

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I want to see Gross Sales and Expenses, and a Flat Rate VAT claimed set against Sales.

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Hello,When creating a budget for a grant received in the last financial year how do I make sure that the unspent portion of the grant is included? Any help would be greatly appreciated. Regards, Jonathan

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I have a tangible asset whose value is tracked in a dedicated 'Tangible Asset' category account. I have a dedicated depreciation account for that asset under 'Other Expenses' category. I have a recurring monthly journal entry to move value from the asset to the expense account. It all works fine. However, on the dashboard of QBO, and in all the standard sales reports, the depreciation of the asset shows up as a negative 'Not specified' sale entry - ie. reducing my running sales value. Is this correct?

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Every week I have been creating a customer.xls sheet from SALES, Invoices which lists the customer, contact info, number of invoices outstanding (unpaid) and the total amount due (owing).However, this morning when I tried to do this, the number of invoices outstanding no longer appears on the spreadsheet. Have I missed something?  This is an important feature for us (milkround with lots of small invoices).  Just having the amount outstanding does to allow us to see if anyone is falling behind. Being able to see the number of invoices is essential. Also, on Banking. What has happened to the columns / listing? The date column is huge and the Category column (most important) is small and needs manually adjusting.  BUT every time you move away from the screen it goes back to these new defaults.  Time wasting & frustrating to now have to keep adjusting the column sizes.    Finally, on Banking - the transaction amounts for review used to be listed

Im trying to run the reports for VAT transactions, I know there is VAT as its showing up on each individual trans so why are  my reports coming back as 0.00  (dates have been changed etc etc)? Any one had this problem before? Quickbooks chat and customer service have been asked but noone has an answer.

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Hello, when I run a P&L with cash the figures are higher than with accrual (report to date)- I thought that it would be the other way around as I thought that a cash P&L would only show what has been paid? Maybe I am getting confused somehow though! Thanks for your advice

I am using the Self Employed Online version. When I go to Reports and then Profit and loss and choose a month or time period. I then select a tag knowing my transactions are tagged how I want them and nothing changes on the report. It shows everything. Am I missing a step or something?

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