Reports and Accounting

I wish to run Expense by Supplier for all companies that has been grouped in spreadsheet sync, so it shows all supplier expenses for all companies within our main company group.At the moment grouped customers only shows 4 x reports in drop down menu that are good but not what I'm looking for. Any thoughts on how can I do this please?

Hi,I have just done my first year on a very small (side hustle) Ltd company (for tax reasons) so don’t want to spend £700+ paying an accountant. I am trying to do my end of year accounts but I have one problem that my balance sheet shows -£3k in the business but I have £4.5k stock that needs to be added.How do I get my end of year stock take on to the balance sheet? I aren’t interested in Quickbooks tracking my stock etc just want to input my inventory worth on to the balance sheet Thanks

The General Ledger detailed report by Account has bugs. When run for the year it shows balance in the Retained Earnings account. This is not supposed to be the case and other reports confirm the correct balance. Secondly income and expense accounts show beginning balances. This is also not true. P&L accounts don't have opening balances; only Balance Sheet accounts can have opening balances. It is very frustrating to look for reports in QBO particularly at this time of the year as we jump start and prepare for year end and bump into such BUGS. I was hoping this particular report would be apt to give the auditors since it has a field for the System generated unique Transaction ID for each entry appearing on the G/L report. This would have made it easier for Auditor to query and entries by quoting the unique system generated Transaction ID. However everything seems to be in shambles now.

When we click on a bill payment on our suppliers pages, they open up the bill payment page, but their email address hasn't auto-filled like it does with invoices etc?

HiI use QB Core payroll for my four employees, two are salaried so receive the same gross pay each week and two get paid by the hour, but it's usually around the same sort of hours each week. I processed payroll on Friday and paid the amounts to their respective banks.  Having just looked at the figures more closely, I wish I had spotted it at the time,  I can see that each of them have only been deducted approx half of what their PAYE should be.  No details have changed, no tax codes have changed.   Can anyone shed any light on why this would be?  I believe there is an issue with QB Core payroll software.  I will also contact QB on Monday when their phone lines are open again.Thank you

I am running report Transaction Detail By Account (modern view) and have noticed that the signage in the Amount Column seems to be incorrect. I would expect all Credit amounts to have a negative amount and all Debit amounts to have a positive amount. The sum of Amount for an unfiltered transaction list for a period would then be Zero. This is how QBD showed it (and other accounting systems I have used in the past). QBO specialist said that his system was showing the same as mine e.g. Transaction type Bill all showing as positive values.

How can I produce a report to reflect all the wages expense from January to December 2024

SpreadSheet Sync has very few Class Related Reports and the only one that is there at present is Budget Overview. This doesn't work correctly for Custom Dates - it reverts to 12 month totals. Does anybody know when this might be fixed and also when other class related reports might be available

Can i get reports and financial statements if my account subscription is expired and suspended

Im using QB Self Employed.When generating Mileage Report I would like to show the Name of the location as well as address.Both fields are used when entering into Miles using the Favourite Location function but unfortunately only the Address shows in the Miles Report.I use the Name to show who I am visiting as this is the only way to record Client.How can I customise the report?

Hi, I have a duplicate invoice appearing on my VAT Return however when I try to delete it, I get an error message saying 'The transaction you are trying to edit has been deleted.'  What do I do?

My profit and loss report lists a lot of expenses that I need to recategorise but when I press transactions to recategorise them there is no results to change.

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Is there a way of customising the 'Open Purchase Order List' report to also show Closed purchase orders as well? This report has all the right fields but I can't see how to customise it to show all the purchases previously raised within a set timeframe. Your help would be appreciated.

I can’t work out why the rent is not included in the allowable expense category (see image). It shows as an expense in the transactions though. Don’t have this problem in previous tax years, or year 24-25, so set up is the same as far as know. Any advice on this would be really appreciated. Thank you 🙏  

We have multi-currency options and the current customer statement has our GBP bank details which is confusing when the invoices contain currency bank account details.  I would like to amend this information but I can't find where to do this.  Can anyone help?  

When I export a milage log, say for a month, there are only two columns, total milage of each trip and deductions. Can I add a TOTAL of these columns and can I add more information, say before the deduction. How would i do this? 

the report should be able to have a field for a selected date, and show Customer, payment method, Reference no. and Deposit to ... ? 

The issue was first noticed last week and reported on Friday. When exporting a report to Excel there is no data contained within the report. Having spoken to support just now as the fault remains, I am advised there is no known repair date which is a huge concern. This is now business critical.

Hi, I hope you’re well.i was wondering if someone could help me access last years figures from an expired account?Thanks

I would like the physical stock worksheet to only show products that have a non zero amount.  The worksheet is cluttered with many out of date products.

Does anyone know why it's sometimes (like right now) seemingly impossible to log in to QBO. Having finally  got to - and through - the password screens and selected the company, I just get the endless spinning green dots. I have hardly any other apps open on my PC, have restarted, have good internet connection. But there are some times when QBO just won't load. Then, next day, all is fine. It's so frustrating. Any ideas?Using Chrome on Windows 11 with no pending updates.

Is there a way to pull a report that shows Bundle SKU, Quantity Sold, Dollar Amount Sold?  I was able to pull the Sales by Product/Detail report but it is missing the sales amount.  I feel like I'm missing something simple.

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