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QuickBooks Q&A
Reports and Accounting

Reports and Accounting

Reports and Accounting

2,270 Topics
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2270 Topics

Reports and Accounting

I have multicurrency sales and purchases which is recorded in the QuickBooks, however the year end Trial balance figures are not matching with Aged Receivables/ payables

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Reports and Accounting

How do I create advance invoice for the next month without adding it to current month A/R?

We manage condominium associations and we bill our tenants in advance for association dues. For example, the current month is September and on September 20, we will send invoices regarding Association Dues for the month of October. The problem is, QB adds it already for the current month Accounts Receivable. Our method is, Assoc. Dues for October should be added to the total of A/R for October. Is there a way I can do this? I've tried re-changing the date but it didn't seem to work.

Reports and Accounting

I want to create a recurring advance billing for association dues but the date is my problem

Every 20th of every month, we bill our tenants for association dues for the next month. For example, If it's October 20 today, we bill our tenants today for association dues for the month of November. Of course, the bills are dated today. The problem is, when I memorized the bill, set it to monthly and set the next date into November 20 (to create billing for the month of December), QB treats this as AR for November, not December which we intend to do. I cannot just change the date of the bill because the printout will show advance date. I want to memorize the bills in a way that, they are set to be created on the 20th of every month but dated in a way I want to. Creation date should be different from the billing/invoice date. Thank you.

Reports and Accounting

Is it possible to run an aged debtors report by currency in Quickbooks Online? It was easy in Desktop!

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Reports and Accounting

Can you run Budget vs. Actuals: Budget 2019 - FY19 P&L Classes Report period as last month so when it gets emailed I don't have to change the date range each time?

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Reports and Accounting

Where do I code Redundancy payments within the chart of accounts?

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Reports and Accounting

I use Mortgage and other sources to buy property,each set as location, need report to see1) value and outstanding mortgage 2) the monthly loan payment for each Thanks

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Reports and Accounting

My customer deducts their commission before paying the balance on their monthly statement, how do I record this?

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Reports and Accounting

Why does this journal doesn't go through?

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Reports and Accounting

How to do a journal entry for a motor car purchase paid for in cash ?

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A

Reports and Accounting

Hi. Is there a report I can run that shows only Petty Cash transactions, I'm withdrawing £30 monthly and I've no idea how much cash I'm actually using?

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Reports and Accounting

Today I am not able to download reports in excel format. Is there any issue with QB today?

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Reports and Accounting

How do I get rid of the n/a in the balance column and show the balance?

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Reports and Accounting

Bank - Some of the entry has been deleted but if I run the transaction report i can see the deleted entry also add up to the total amount.

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Reports and Accounting

How do i get the memo/description column to show/pull the banking description information within the VAT detail report? It has done in the past

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Reports and Accounting

I want to download the entire general ledger from QB onto Excel, make adjustments, then re-upload onto QB - what is the best way to do this?

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Reports and Accounting

How do I set up a sales ledger?

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Reports and Accounting

How do I turn an invoice into a statement

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Reports and Accounting

When I run P+L report on my Mac it comes up with different (lower) figures than the same report for same period shown on my iPad. Why?

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Reports and Accounting

How can I get wages and salaries to show on my profit and loss monthly report?

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Reports and Accounting

Every time I get paid, I transfer 25% to a savings account ready for my tax/NI bill at the end of the year. What kind of transaction type should I list this as in QB?

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Reports and Accounting

How can I create a report of sales by shipping date- with the shipping date by month, quarter and year for different reports. Any suggestions?

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Reports and Accounting

Hi, my connection to Capital One has been down since 11 Apr, anyone else have problems. I have reported it but no progress as yet. Looks to be the wrong weblink on QB ?

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Reports and Accounting

I want to set up a journal which takes net operating income and multiplies it by the tax rate I choose in a given month - is this possible?

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weststreetplumbi

Reports and Accounting

How do I see entries which I have deleted ? I think it may have happened at the start when I was seeing how the system worked but is now showing in my profit/loss report

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