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Mnews
January 2, 2021
Question

Gross fees

  • January 2, 2021
  • 1 reply
  • 0 views

Hello Community-my question is with regard to filling out a professional liability application-they are asking for Gross Fees to be entered. Is there a specific report for this? How is gross fees calculated for this purpose? I appreciate any help.

1 reply

Rubielyn_J
Rubielyn_J
January 3, 2021

Let me provide some information about filing a professional liability application, @Mnews.

 

The Gross Fees that you will enter will depend on how you track them in QuickBooks Desktop. If you add them as line items, you pull up the Sales by Item Detail report. 

 

Here's how: 

  1. Open your company file.
  2. Go to the Reports menu.
  3. Choose Sales and then select Sales by Item Detail report.
  4. Click the Customize Report button to add some filters. 
  5. Once done, click OK.

For additional information, you can check this article on how to personalize your reports: Customize reports in QuickBooks Desktop.

 

Additionally, you can also confirm to your agency how are gross fees will be calculated. 

 

I've also added these articles to learn more about professional liability and managing reports in QuickBooks:

Let me know if you have other queries. I'll be happy to help you. Have a nice day.

M
MnewsAuthor
January 3, 2021

Thank you so much, I appreciate your response/help.

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