Reports & Accounting

The project listing on the projects tab does not have a date filter option.

Hi, I have discovered lately that QuickBooks is changing the status of unpaid invoices into paid and the payment method mentioned is checking although my customer did not pay and also I have not recorded the payment manually.  How I can stop this error from happening because it is very confusing to follow up on the payments if quickbooks marking unpaid invoices as paid automatically! Please help 

When i go to make new i am at number 6 but i can't seem to view the previous 5. The journal report doesn't really help as there are so many in there.

Our company users are all local, as is our QuickBooks server, however our external Accountant needs access. what is the best way to do this?

I work on a citrix server to access QBO, but sometimes I work on my workstation. On my workstation, transactions show up in my boss's username instead of mine. How do I fix this?

We have opened an account and a credit card with a new banking institution.  We are retaining our current bank as our main bank.    If I write a cheque to our chequing account at the other institution, what type of account should I categorize it to?  It will be deposited at our second bank, and then the credit card  will be paid from there.  All items charged to the credit card will already have been charged to accounts so will already show on our P&L.  Our Quickbooks Bank accounts are not linked to Quickbooks. Should we have an account called Transfer to ***?  What type of account would this be?Thank you.

We got a customer invoice that was edited from Customer "C" to Customer "F" but it's not part of the audit history. I know for sure it was just changed just after Apr 18, 2023 because:1) The account owner just chatted it needed to be voided with the specific link to that particular invoice.2) I have exported a detailed Sales Report just last Tue (Tuesday, Apr. 18, 2023 02:59:05 a.m. GMT-7) that includes that specific customer invoice which bears the name of Customer C but now....I just checked and the invoice in QBO says it's invoiced to customer F but that change is not part of the Audit History. Has anyone experienced this issue? Or a similar one?Do you think the audit history is still reliable?

I am new to QuickBooks and I want to start reconciling but the beginning balance is incorrect, how do I change this?

income account does not show up in invoicing

How do you produce the biggest donors report on Quickbooks Online?

How do I print a Customer Statement that includes the description field from the Invoice?

I need to run a detailed Budget report by month, all  months at once (exactly as I was posting the Budget by month), not the total year like in the Budget Overview report. I need each month separately, but in one report. Thank you.

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I have added all opening data and bank balnce matches to the penny but the two reports are different.

I received a grant via direct deposit to the bank. It went into an old unused account. The spend is restricted and will happen later this year. When I deposited it "make deposit" entry, it shows as grant income (Federal Grant) on the P&L. and the associated high net income. In the meantime, if I create an unexpended grant expense account....which offsets the grant income on my P&L, it net zeros the bank balance on the Balance Sheet. What am I missing?

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Hello, we are using RoseRocket to generate bills and invoices for our carriers and customers. Afterwards we would sync those transactions over to QBO for reporting. How can I keep track of those synced transactions? For example, I would like to log in QBO on Tuesday and run a report that shows all the bills/invoices that was synced from RoseRocket to QBO on Monday. Thank you for the help!

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I am using Qick Books Online Plus, the Canadian edition. I am trying to customize the Budget report by specifying the accounts to report. In the Filters under Distributed Accounts, I am able to use the "selected" feature to pick accounts. The accounts I pick are shown in the report, but only if they are Income, Cost of Goods or Expense accounts. The selector allows me to pick a Current Asset account (the select box shows a check mark), but the transactions for that account are not reported. How can I include a non-P&L account in the Budget report?

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How can I import my paypal transactions from last year? Upon connecting my account, it only enters transactions from the current year