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QuickBooks Q&A
Reports and Accounting

Reports and Accounting

2,278 Topics
4,561 Replies

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2278 Topics

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jimwagen

Reports and Accounting

I have bought a part from a supplier and wasn't needed the supplier has refunded me what do i log this as on my banking?

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6 years ago

MJH13

Reports and Accounting

I have a client with self-employed QB. He is set up through my practice account His details should be on his reports but are incorrectly showing as mine can I change?

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6 years ago

outpost33

Reports and Accounting

Non-taxable income: disability benefits

Hi,I've been searching high and low for an answer to this question, but I just can't find any info.How do you account for non-taxable state benefits (in this case disability benefits) that are paid into a current account that's used for business. Obviously ideally it would be paid into a separate account,  but this is not the situation.My first idea was to create a dedicated equity account in the Chart of Accounts, but I'm unsure of this approach. Alternatively I thought one could use some kind of variation on a Petty Cash account?Any insight that can be offered would be extremely helpful. I think this might be a question for an accountant but I do not have one to hand!Many thanks!

6 years ago

colinhessey

Reports and Accounting

I DO NOT KEEP A SALES LEDGER. HOW DO I POST BANKINGS MANUALLY

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6 years ago

philirons

Reports and Accounting

How do I change an uncatagorised asset to an expense?

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6 years ago

helenharrison

Reports and Accounting

On Sales Mr Smith owes us £100 and on Expenses we owe Mr Smith £100, how do I process a transaction to clear both accounts?

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6 years ago

theammer

Reports and Accounting

How do you view quarterly vat returns - I have entered all the transactions from my bank today but I can only see the first quarter vat report?

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6 years ago

sarah76

Reports and Accounting

Can I run an Expenses by Supplier Summary report but display columns by Category ?I want to be able to check my expenses have been categorised correctlyThanks

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111

6 years ago

diamondkiteelect

Reports and Accounting

Is it possible to allow for the CIS, Construction Industry Scheme, within QuickBooks?

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6 years ago

mrs.rtpc

Reports and Accounting

How do you see the reports as cash basis instead of accruals on the mobile app? I have set the business up as cash basis.Thanks

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6 years ago

suzym1New Member

Reports and Accounting

Why does the class and location get split when entering Labour expenses? Then it doesn't show on the P&L reports!

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6 years ago

zaheerbabar

Reports and Accounting

sales reports

We have many customers who have their branches in different cities. We invoice to all these customer but ship goods to their relevant branches. how to get reports about the sales and sales return for the relevant branches

131

6 years ago

David Lovett

Reports and Accounting

Statements of Invoice

I have been asked to create a statement of account for invoices for my individual customers- ie I need to send a block statement of invoice details (numbers-total invoice cost owed etc) for them to process payment.I notice there is a system on the USA version, but the instruction given does not match mine at all. Can anyone guide me please?

6 years ago

accounts208

Reports and Accounting

I cannot export reports to excel from QB onlineHas worked previously and does not now.What do I do to resolve?

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6 years ago

leahrajanweare

Reports and Accounting

Where to record staff wages

I recorded my staff wages under 'wages and salaries control' and they are not showing in my expenses or my profit & loss report. How do I rectify this? Many thanks.

6 years ago

david133

Reports and Accounting

For the last few weeks my statements are not including new receipts from customers although the summary balance is correct on for the customer ... is this a bug ?

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6 years ago

contact45

Reports and Accounting

How can i generate a revenue report?

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6 years ago

njk1964

Reports and Accounting

I’m trying to link my business account, it’s a ANNA business account but it doesn’t appear when searching, how can I manually add this account to be linked?

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6 years ago

marypillon121

Reports and Accounting

How can I do a "contra" on bank statement? Customer paid us same amount twice and was repaid by us?

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6 years ago

milo2

Reports and Accounting

Back date aditional statements

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6 years ago

geoff50k

Reports and Accounting

My Bank Balance (credit Card) shows a balance that says was updated 1 hour ago, but the actual balance is zero

It has been zero for 10 days

6 years ago

alloura1

Reports and Accounting

When will Quickbooks support Annual Reporting for VAT? In the meantime, what should a business with annual reporting do with regards MTD ?

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6 years ago

tombascoffee

Reports and Accounting

Is it possible to add bank details to customer statements?

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151

6 years ago

artymuir

Reports and Accounting

Why isn’t mileage expense showing up on reports or expenses?

I have recorded my mileage which has worked and is available to see on the mileage tab. But when I look at expenses tab or run a report the mileage expenses do not show up. Other expenses are there to see, but not mileage.

721

6 years ago

sue38

Reports and Accounting

Hi - has anyone had a bank feed balance not agree to the bank statement - client not reg user of feed but thought it would have caught up thanks? QB bank bal is good

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