Reports & Accounting
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I upgraded to QB Online, my previous version was 2015 Premiere Contractor desktop version. In my 2015 version I was able to create a custom balance sheet where I could add subcolumns to add a Previous Period with "$ change" and "% change" displayed. For example, my custom balance sheet would include Nov and Dec and it would show the $ and % change between these months all on 1 sheet. I can't seem to find this in the new QB Online? I need this custom feature!! Help!
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AP Aging Summary doesn't match the Balance Sheet. The Vendor Balance Summary and Detail are both correct. How does this happen and how do I fix it?
they are no longer under payroll tax filings why did they move these
bank link doesn't work
Can you reconcile an account on a weekly basis?
I am a new treasurer and relatively new to QBO. There was a scheduled recurring transaction set up which generated a transaction which is not reconciled and I'd like to remove. It is listed on last month's reconciliation report as an uncleared transaction. How can remove the transaction and rerun the reconciliation report.
We sell products that we sometimes hold for a couple weeks before they are delivered or picked up. To make it easier to do an accurate inventory I have tagged all invoices that are "Holding" meaning still in the warehouse. I would like to be able to run a report that shows all inventory items that have that tag. However, from what I have found so far all the reports associated with tags are financial and not for my warehouse guys. Am I missing something or is there a way to do this?
For expenses my computer i put 'Direct Debit' for Payment method but it still pops up as 'Cash' for Payment method on my phone. How do I fix this?
I am a Business Owner who expects to see 10 Year Financial Statements. Is this possible?
Last fiscal year we had set up a new item that was for the purposes of issuing credits to customers. The item was setup incorrectly as a Payment that went against an Other Current Asset account. After year end we discovered that there was an issue with these credits and corrected them through JE's- except now when we generate a customer statement, there is a credit balance showing in the Amount Due field, although there are no open items and nothing in the aging balances. Looking to address the credit memo issues without changes to the prior year but have not been able to find any work arounds other than to create new customer accounts and not use the old, incorrect ones.
I click on sales ( on the left of the page) then all sales. the report doesn't open. the page remains white with no details.
The bank account was reconciled. Bank account in USD, in Balance Sheet in CAD.
I need to see a copy of customer Statement #5428 that was sent out through QBO on June 5th. Is this possible?
Is there a report that can be customized to show only certain accounts on the balance sheet? I want to create a report that only shows certain current assets and current liabilities as well as the difference between these two. The balance sheet and trial balance don't seem to be able to be customized in this way. Are there any other reports that can be manipulated to show this data?
My base currency is CAD and the customer is billed in USD, although this shouldn't matter. I am able to see all customers billed in CAD.
This is for recording opening entries to start a new fiscal year.
I want to use the parent account more as a heading/title when printing more detailed BS & IS. Is there a way to do that?
