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Reports and Accounting
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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.
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
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
How can I amend the name of an account on the chart of accounts?
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
Well last year I started my business ending the year in minus. This year I made a profit, I want to make sure this loss is carried over to bring down my tax liability, is this done when I submit online through the hmrc website or can it be shown within this years report? Many thanks
I have a report showing daily sales with ONLY Transaction Type showing for Sales Receipt, Sales Refund, Invoice Credit Note - basically I want to see Daily sales. The report that is emailed contains other transactions.....however when I view the report manually it shows correctly. There is also no way to edit the email process and the help guidance no longer is correct Anybody else having these issues
I have rebooted, cleared browser caches and tried under a private browser. Still no joy!
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