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QuickBooks Q&A
Reports and Accounting

Reports and Accounting

Reports and Accounting

2,270 Topics
4,525 Replies

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2270 Topics

Reports and Accounting

How do I add a sale to my profit and loss report

No text available

Reports and Accounting

Can you edit cash in hand balance which has resulted in supplier invoices posted to cash in hand instead of to account to be paid through current account at a later date

No text available

Reports and Accounting

Chart of Accounts

When setting up a chart of accounts how do you treat a suspense account is it a liability or an asset. 

Reports and Accounting

Hi. I am trying to export PAPDIS files that I can upload to my pension provider (smartpension.co.uk), but the Pension Summary report 'fails' when I try to upload it?

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Reports and Accounting

When I set up a recurring journal, for example depreciation charges for say next 12 months.. There is a box 'Create xx days in advance, what is its function?

Ideally I would like to produce a forward look report which would hopefully pick up the recurring journal entries..

Reports and Accounting

How do I bring up a statement now all my input is categorised?

No text available

Reports and Accounting

I wish to create a historic sales performance chart similar to the Cashflow Projection chart. Can this be done in Quickbooks?

No text available

Reports and Accounting

Sharing a report with a client (accountant)

Hi all, As the accountant from an accountant log in, i have gone into a client, created a report and tried sharing it with them. The client has admin access but is unable to see the reports i have created, other members of my accounting firm can view this but no one external. can you help? Thanks. 

Reports and Accounting

Hello QuickBooks I need a report that is similar to this one with proper narration and running balance please help. I want to send this report to my suppliers

Reports and Accounting

"My older bank statements are available in .pdf format only - how can I upload them in transactions?"

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Reports and Accounting

I have imported transactions from paypal, Quickbooks lists payment holds & releases as income/expense, with no way to identify them unless you cross reference your paypal statements giving no easy way to exclude them, is there a way to do this?

No text available

Reports and Accounting

Trial Balance not matching bank statement at year end

My accountant has produced a trial balance for my accounts at the year end 2019_20 and this should correspond to the balance in the bank on this date as shown by the bank statements, BUT it doesn't and has varied quite considerably.  I have already tried the following already1.  Reconciled up to date and quickbooks matches with bank on todays date2. There are no unreconciled transactions.3.  I do have a habit of spotting errors after reconciliation periods which I change and then reconcile these s part of the next months using the incorrect start balance but correct statement balance. I haven't rolled back reconciliations.Any help appreciated Quickbooks helpline weren't able to help me.  Hoping some of you experienced QB users will be able to. Thanks

thecrowninn2016

Reports and Accounting

The Cost of Sales on my account is not showing in Quickbooks. When I run my reports this line on my P&L does not show. Can anyone help?

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tozer580-btinter

Reports and Accounting

How do i enter transactions from a closed bank account that i only have hard copy statements for in /Self employed

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Reports and Accounting

Was previously linked to bank on qb and on chart of accounts still shows a link but this is not active anymore. Should I delete the link and link again?

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Reports and Accounting

Hi, i need to file and FPS report to HMRC PAYE, but it wont allow me to do so?! Thanks

No text available

Reports and Accounting

How can I amend the title of a nominal account?

How can I amend the name of an account on the chart of accounts?

Reports and Accounting

Does Quickbooks support SAF-T Financial reporting format as required by Norway?

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Reports and Accounting

Hi, can you tell me how i run a report of owner withdrawals. Also is this the correct way to show what i am paying myself in QB self employed ?many thanks

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Reports and Accounting

On a vat 100 report what does zp mean on some transactions?

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Reports and Accounting

How do I set up a sole trader who has a trading year end date of 5th April. I can only see that QBO goes to a month end 30th or 31st

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Reports and Accounting

I am using Transaction Detail by account Report and i cant find narration for payment column for both customers and vendors please help.

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Reports and Accounting

Why can't I access my vat reports on the app?

No text available

Reports and Accounting

Expenses - how can I run a report that shows which which account each expense was paid? an entry was probably entered wrongly but can't find it, looking for a quick way!

No text available

Reports and Accounting

Trial Balance by class

Hi, I have set up classes and split every transaction into multiple classes, is there a straight forward way to split the trial balance rather than have it all into one?..  Seems pretty crazy to have P&L by class but not TB..  Thanks,Ryan

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