Reports & Accounting

"I reconciled transactions last month and everything was cleared. But, this month, I see a different beginning balance. What's wrong?"

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I'd like to change the top line in the Profit and Loss report and the bottom line. Top line is INCOME - and it should say REVENUES and the bottom line should say "Excess (Deficiency) of Revenues over Expenses". Please let me know if this is possible.

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For a business owner, tax filing can seem overwhelming and intimidating. That's why many businesses turn to accountants to help them keep their books in order, especially at year-end. If you're using QuickBooks Online to manage your finances, you can invite and add an accountant to your account. Here's how:   Step 1: Find the accountant tab Sign in to QuickBooks Online and find the Accountant tab in the left navigation menu. This is where you'll manage all aspects of your accountant's access to your account.   Step 2: Invite your accountant Select Invite Accountant ‌and enter your accountant's email address. QuickBooks Online will send an invitation to your accountant, asking them to join your account.   Step 3: Your accountant accepts the invitation Your accountant will need to accept the invitation you sent them to get access to your QuickBooks account. If they don’t have a QuickBooks account already, they’ll have the opportunity to create a new one. You’ll know they’v

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I do not want cents to appear on my profit and low and balance sheet report, but not sure how to set the report to round to the nearest dollar.

Hello,There was an issue connecting the bank feeds and then when the bank feed was reconnected, a duplicate bank account was created.  We have deleted/made inactive this duplicate account but it is showing up on the trial balance with a balance.  How do I remove this duplicate account?Thank you

Why does QuickBooks Online Trial Balance not reflect the Unrealized Gain or Loss account but in Profit and Loss it exists?

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Hi, To start, I am new to QBO. I set up the account correctly with it's accurate balances. However, I accidentally deleted the beginning balances of all the accounts. After that incident, I searched online on how to add again the beginning balances and it says that I can use the opening balance equity to put amounts. I did it but when I looked at the reports, there's an amount in Opening Balance Equity and my Retained Earnings went up. How can we zero out the Opening Balance Equity? Or is there any other processes to add beginning balances aside from using Opening Balance Equity?Thanks in advance.

I bills paid on 15 and 30 where is report to capture bills due in this time frame?

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I need to find the transactions that where done by a certain user for the year 2023.How do I generate an audit trail report "ONLY" for on person on Desktop pro.I know it can be done in QBO but I cant find the filter to just show the person of interest in Desktop Pro.When I run it, it show all users and takes forever and is huge since it lists everyone.

I am unsure what else can be done to resolve this issue.

Can run report be replaced by account history in the action column of the charts of accounts

How do I record cheques and deposits so that are assigned to the specific fund raiser?

I ran a profit and loss report, and noticed some expenses were under the cost of goods sold section.  I changed thier category to "equipment", which is where they should be.  I got a pop up saying that doing this may interfere with reconilation, since I did not change any values, I chose to continue.  Now the expenses do not populate when I run a Profit and Loss report.  Why?

I was unsure about what "credentials" meant to set up the 2nd account. The new account will absolutely be a different business, but I want to access both under my QB account

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Needs to create new company. I have created a chart of accounts and enter the opening balances for each chart of accounts. it would not let me enter for all expenses accounts. how can I resolve these issues

sales report from dashboards--->business overview is coming incorrectly... negative figures are considered as positive.

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