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QuickBooks Q&A (UK)
Reports and Accounting

Reports and Accounting

Reports and Accounting

2,289 Topics
4,574 Replies

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2289 Topics

asked in Reports and Accounting

Can I tailor the VAT detailed report to contain each category as it currently states just 'expense' and more detail would be useful when the client checks the report?

No text available

162

communityoilLevel 1

asked in Reports and Accounting

In VAT 100 Report when I click the total the report does not always expand to the detailed version. Sometimes the "expanded" result just says this report has no data.

I need the expanded version to check VAT 100 report before submission of VAT 100 to HMRC

51

bricksnmortarltd

asked in Reports and Accounting

When I enter expenses I assign them to a customer - how do I run a report to show what materials have been used for each customer

No text available

61

asked in Reports and Accounting

Is there a way to create acustomer balance report showing all debit and credit transactions same as the one in the desktop version?

No text available

51

clairebighamchil

asked in Reports and Accounting

What has happened to the traps in the profit and loss section? I no longer can generate one on my iPhone?

No text available

41

asked in Reports and Accounting

Profit and loss only showing expenses

Hello all,I’ve put invoice payments and expenses into QuickBooks self employed and in the profit and loss section, it only shows the expenses and not the invoice payments so it’s a negative figure. Anyone able to help me out? I expect I’ve not set up properly. Thanks in advance!

11

asked in Reports and Accounting

How do I locate an excel sheet that I uploaded to QB using Input Data option

It uploaded successfully but it doesn't appear to be anywhere!

81

asked in Reports and Accounting

Supplier transaction list default seems to have changed format, eg due date removed and date starts with oldest. How do I set a default?

How do I set my default?

123

asked in Reports and Accounting

I’ve had trial period. Then Subscribed. Filled in stuff. I now have a new company and can’t use old one with all my info. Can I ?Thank you

No text available

122

asked in Reports and Accounting

I entered a credit card via chart of accounts but didnt put opening balance can I go back and enter now? The edit doesnt allow

No text available

81

asked in Reports and Accounting

Currently Supplier open bills only shows for last 356 days, how do I get this for all time? From reports I get aged creditor report for all time, but not dashboard view

No text available

51

insideoutgardeni

asked in Reports and Accounting

Not getting the graph reports In profit and loss on iPhone

No text available

21

asked in Reports and Accounting

Are there any plans to add the option to send a statement to a customer from the Android app?

No text available

21

asked in Reports and Accounting

When running the Supplier Balance Detail report as at March 31 2019 on the 27 Sep 19, has this report been affected by transactions from April to Sep 19?

No text available

11

asked in Reports and Accounting

I have Quickbooks Online Accountant product. Does it have a budget facility (for clients)?

No text available

91

communityoilLevel 1

asked in Reports and Accounting

How can I email both an Invoice and a Statement to a customer at the same emailing?

No text available

41

asked in Reports and Accounting

I set up my bank accounts to load transactions starting 1st July, but my credit card will only show from the 12th August.How do I manually enter this previous statement?

No text available

61

asked in Reports and Accounting

When I click Previous, it doesn't lead me to the last transaction encoded.

Is there a way to arrange the way QB sorts my transactions encoded? Whenever I click previous, I am not lead to the last encoded. I want to see which is my last encoded so that whenever I pause for a while, I can see where I stopped. I am pertaining to Receive Payments, Make Deposit, Create Invoice and wherever there is "Previous" button. Thank you in advance for whomever responses.

223

asked in Reports and Accounting

Im trying to create a report that shows all my accrual nominals usign filters on general ledger report

Hi Im trying to create a general ledger report that only shows my accrual nominals, they show if i select all current liabilites, but when i filter to only show the accounts i want it says 'This report does not contain any data.'

173

textilecoloratio

asked in Reports and Accounting

I need to post a dividend in this financial year but do not have the cash pay it. Do I do a journal entry to credit the directors loan account? How do I then pay it?

No text available

152

asked in Reports and Accounting

I am running a report of "recent transactions" and customising by date range. This is not pulling through a number of transactions, any ideas?

No text available

177

communityoilLevel 1

asked in Reports and Accounting

How can I customise Supplier Balance Detail report between 2 chosen dates - say 1st-17th September?

The options for date are pre-set and do not apparently allow for specific dates

254

asked in Reports and Accounting

How to print screen help topics?how to enter purchase and sales ledgers opening balances for cash accounting?

No text available

31

asked in Reports and Accounting

How do you record receipts paid for a Construction Bond?

How do you record receipt from a tenant paid for a Construction bond for his Unit? We just purchased QuickBooks Accountant 2019 and it's my first time using it. We are managing condominium association and our main income is association dues. The way I see it in this software, I have to make an item. But by doing so, I'll be making a receivable instead of Construction Bond which is a long term liability. Is there another way?

111

asked in Reports and Accounting

Where can I find the summary of all the Official Receipts that I have encoded?

Where can I find the summary of all the Official Receipts that I have encoded? I always get the summary of all the receipts that I have encoded for a certain month from our old software. I'm a first time user of QB Desktop 2019.

193

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